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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 | $64,728 | $98,766-34.5% | $149,730-56.8% | $79,852-18.9% |
| Participation rate | 37.5% | 75.8%-38.3pp | 82.5%-45.0pp | 69.6%-32.1pp |
| Annual return | 12.83% | 27.43%-14.6pp | 276.70%-263.9pp | 31.72%-18.9pp |
| Employer contribution / active EE | $357 | $3,217-88.9% | $4,645-92.3% | $2,471-85.6% |
| Participant deferral / active EE | $6,202 | $5,681+9.2% | $6,843-9.4% | $3,740+65.8% |
| Admin fee / account holder | $3,237 | $6,052-46.5% | $9,310-65.2% | $5,306-39.0% |