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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 | $79,116 | $110,212-28.2% | $96,534-18.0% | $139,466-43.3% |
| Participation rate | 30.0% | 78.1%-48.1pp | 76.0%-46.0pp | 80.3%-50.3pp |
| Annual return | 16.95% | 26.42%-9.5pp | 25.88%-8.9pp | 373.66%-356.7pp |
| Employer contribution / active EE | $321 | $3,620-91.1% | $2,965-89.2% | $4,754-93.3% |
| Participant deferral / active EE | $5,540 | $5,547-0.1% | $4,851+14.2% | $6,712-17.5% |
| Admin fee / account holder | $477 | $11,599-95.9% | $8,253-94.2% | $11,409-95.8% |