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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 | $74,395 | $108,825-31.6% | $156,181-52.4% | $82,448-9.8% |
| Participation rate | 36.0% | 72.4%-36.4pp | 78.8%-42.8pp | 68.1%-32.1pp |
| Annual return | 15.30% | 20.59%-5.3pp | 64.87%-49.6pp | 41.64%-26.3pp |
| Employer contribution / active EE | $668 | $2,870-76.7% | $4,294-84.5% | $2,551-73.8% |
| Participant deferral / active EE | $2,551 | $4,577-44.3% | $6,132-58.4% | $4,139-38.4% |
| Admin fee / account holder | $1,030 | $9,341-89.0% | $14,586-92.9% | $7,234-85.8% |