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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 | $86,419 | $199,109-56.6% | $173,730-50.3% | $154,746-44.2% |
| Participation rate | 37.5% | 82.8%-45.3pp | 79.6%-42.1pp | 80.7%-43.2pp |
| Annual return | 14.65% | 20.02%-5.4pp | 19.96%-5.3pp | 172.34%-157.7pp |
| Employer contribution / active EE | $904 | $5,311-83.0% | $4,577-80.3% | $4,379-79.4% |
| Participant deferral / active EE | $2,518 | $7,113-64.6% | $6,326-60.2% | $6,730-62.6% |
| Admin fee / account holder | $1,724 | $20,916-91.8% | $17,523-90.2% | $14,365-88.0% |