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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,688 | $135,956-42.1% | $123,894-36.5% | $273,970-71.3% |
| Participation rate | 30.8% | 84.1%-53.3pp | 81.4%-50.6pp | 83.0%-52.2pp |
| Annual return | 13.72% | 56.63%-42.9pp | 47.52%-33.8pp | 41.46%-27.7pp |
| Employer contribution / active EE | $808 | $5,170-84.4% | $4,617-82.5% | $4,869-83.4% |
| Participant deferral / active EE | $2,369 | $6,343-62.7% | $5,984-60.4% | $5,287-55.2% |
| Admin fee / account holder | $582 | $9,817-94.1% | $8,357-93.0% | $10,132-94.3% |