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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 | $59,010 | $181,896-67.6% | $156,551-62.3% | $273,972-78.5% |
| Participation rate | 46.7% | 88.4%-41.7pp | 84.0%-37.3pp | 83.0%-36.3pp |
| Annual return | 18.64% | 30.74%-12.1pp | 32.23%-13.6pp | 41.46%-22.8pp |
| Employer contribution / active EE | $1,154 | $6,248-81.5% | $5,501-79.0% | $4,869-76.3% |
| Participant deferral / active EE | $7,723 | $5,550+39.1% | $4,871+58.5% | $5,287+46.1% |
| Admin fee / account holder | $453 | $15,560-97.1% | $13,028-96.5% | $10,133-95.5% |