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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 | $81,702 | $209,336-61.0% | $197,124-58.6% | $137,256-40.5% |
| Participation rate | 33.3% | 87.3%-54.0pp | 86.7%-53.4pp | 80.0%-46.6pp |
| Annual return | 18.15% | 48.09%-29.9pp | 44.34%-26.2pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,310 | $6,591-80.1% | $6,227-79.0% | $4,156-68.5% |
| Participant deferral / active EE | $3,459 | $9,614-64.0% | $9,135-62.1% | $6,407-46.0% |
| Admin fee / account holder | $710 | $17,308-95.9% | $16,298-95.6% | $12,270-94.2% |