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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 | $41,598 | $181,896-77.1% | $156,551-73.4% | $273,972-84.8% |
| Participation rate | 52.9% | 88.4%-35.4pp | 84.0%-31.1pp | 83.0%-30.1pp |
| Annual return | 6.41% | 30.74%-24.3pp | 32.23%-25.8pp | 41.46%-35.0pp |
| Employer contribution / active EE | $494 | $6,248-92.1% | $5,501-91.0% | $4,869-89.8% |
| Participant deferral / active EE | $3,143 | $5,550-43.4% | $4,871-35.5% | $5,287-40.6% |
| Admin fee / account holder | $556 | $15,560-96.4% | $13,028-95.7% | $10,133-94.5% |