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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 | $67,139 | $99,345-32.4% | $84,753-20.8% | $273,972-75.5% |
| Participation rate | 45.0% | 80.7%-35.7pp | 76.6%-31.6pp | 83.0%-38.0pp |
| Annual return | 9.07% | 22.93%-13.9pp | 22.78%-13.7pp | 41.46%-32.4pp |
| Employer contribution / active EE | $213 | $4,214-95.0% | $3,574-94.0% | $4,869-95.6% |
| Participant deferral / active EE | $2,394 | $4,270-43.9% | $3,712-35.5% | $5,287-54.7% |
| Admin fee / account holder | $7,964 | $6,645+19.8% | $5,333+49.3% | $10,133-21.4% |