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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 | $64,456 | $115,814-44.3% | $101,275-36.4% | $158,982-59.5% |
| Participation rate | 25.0% | 79.4%-54.4pp | 75.8%-50.8pp | 82.0%-57.0pp |
| Annual return | 10.21% | 56.16%-45.9pp | 46.48%-36.3pp | 302.99%-292.8pp |
| Employer contribution / active EE | $552 | $4,176-86.8% | $3,660-84.9% | $4,763-88.4% |
| Participant deferral / active EE | $4,300 | $4,958-13.3% | $4,371-1.6% | $5,983-28.1% |
| Admin fee / account holder | $2,437 | $7,249-66.4% | $5,948-59.0% | $11,252-78.3% |