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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 | $72,398 | $181,896-60.2% | $156,551-53.8% | $273,972-73.6% |
| Participation rate | 65.0% | 88.4%-23.4pp | 84.0%-19.0pp | 83.0%-18.0pp |
| Annual return | 5.65% | 30.74%-25.1pp | 32.23%-26.6pp | 41.46%-35.8pp |
| Employer contribution / active EE | $864 | $6,248-86.2% | $5,501-84.3% | $4,869-82.2% |
| Participant deferral / active EE | $3,145 | $5,550-43.3% | $4,871-35.4% | $5,287-40.5% |
| Admin fee / account holder | $1,173 | $15,560-92.5% | $13,028-91.0% | $10,133-88.4% |