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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 | $58,402 | $106,280-45.0% | $96,538-39.5% | $139,487-58.1% |
| Participation rate | 58.3% | 77.8%-19.5pp | 74.3%-16.0pp | 80.3%-22.0pp |
| Annual return | 25.70% | 38.48%-12.8pp | 35.74%-10.0pp | 373.84%-348.1pp |
| Employer contribution / active EE | $316 | $4,107-92.3% | $3,740-91.5% | $4,755-93.3% |
| Participant deferral / active EE | $3,399 | $5,457-37.7% | $4,880-30.3% | $6,713-49.4% |
| Admin fee / account holder | $333 | $7,888-95.8% | $6,737-95.1% | $11,407-97.1% |