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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 | $80,759 | $103,387-21.9% | $87,102-7.3% | $152,885-47.2% |
| Participation rate | 57.1% | 79.4%-22.2pp | 76.9%-19.7pp | 82.5%-25.3pp |
| Annual return | 25.07% | 28.10%-3.0pp | 28.19%-3.1pp | 345.39%-320.3pp |
| Employer contribution / active EE | $562 | $3,221-82.5% | $2,521-77.7% | $4,763-88.2% |
| Participant deferral / active EE | $1,988 | $4,778-58.4% | $4,048-50.9% | $5,851-66.0% |
| Admin fee / account holder | $1,213 | $12,193-90.1% | $7,491-83.8% | $11,598-89.5% |