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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 | $76,294 | $154,228-50.5% | $145,433-47.5% | $137,256-44.4% |
| Participation rate | 52.4% | 83.8%-31.4pp | 82.1%-29.7pp | 80.0%-27.6pp |
| Annual return | 17.71% | 74.59%-56.9pp | 66.58%-48.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $38 | $4,804-99.2% | $4,554-99.2% | $4,156-99.1% |
| Participant deferral / active EE | $4,739 | $8,216-42.3% | $7,897-40.0% | $6,407-26.0% |
| Admin fee / account holder | $1,741 | $14,344-87.9% | $13,129-86.7% | $12,270-85.8% |