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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 | $94,100 | $135,956-30.8% | $123,894-24.0% | $273,972-65.7% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 7.80% | 56.63%-48.8pp | 47.52%-39.7pp | 41.46%-33.7pp |
| Employer contribution / active EE | $425 | $5,170-91.8% | $4,617-90.8% | $4,869-91.3% |
| Participant deferral / active EE | $2,687 | $6,343-57.6% | $5,984-55.1% | $5,287-49.2% |
| Admin fee / account holder | $611 | $9,817-93.8% | $8,357-92.7% | $10,133-94.0% |