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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 | $99,334 | $135,956-26.9% | $123,894-19.8% | $273,972-63.7% |
| Participation rate | 42.9% | 84.1%-41.2pp | 81.4%-38.6pp | 83.0%-40.2pp |
| Annual return | 5.00% | 56.63%-51.6pp | 47.52%-42.5pp | 41.46%-36.5pp |
| Employer contribution / active EE | $534 | $5,170-89.7% | $4,617-88.4% | $4,869-89.0% |
| Participant deferral / active EE | $4,722 | $6,343-25.6% | $5,984-21.1% | $5,287-10.7% |
| Admin fee / account holder | $6,066 | $9,817-38.2% | $8,357-27.4% | $10,133-40.1% |