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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 | $65,920 | $153,769-57.1% | $133,975-50.8% | $273,972-75.9% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 6.25% | 36.51%-30.3pp | 29.29%-23.0pp | 41.46%-35.2pp |
| Employer contribution / active EE | $646 | $6,029-89.3% | $5,211-87.6% | $4,869-86.7% |
| Participant deferral / active EE | $4,374 | $6,958-37.1% | $6,282-30.4% | $5,287-17.3% |
| Admin fee / account holder | $1,465 | $11,765-87.5% | $9,324-84.3% | $10,133-85.5% |