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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 | $57,681 | $101,795-43.3% | $165,100-65.1% | $80,959-28.8% |
| Participation rate | 67.3% | 71.8%-4.5pp | 78.6%-11.3pp | 67.7%-0.4pp |
| Annual return | 11.73% | 16.73%-5.0pp | 70.21%-58.5pp | 35.67%-23.9pp |
| Employer contribution / active EE | $631 | $2,954-78.6% | $4,348-85.5% | $2,757-77.1% |
| Participant deferral / active EE | $3,483 | $4,476-22.2% | $6,035-42.3% | $4,300-19.0% |
| Admin fee / account holder | $3,305 | $8,221-59.8% | $12,696-74.0% | $6,925-52.3% |