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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 | $59,616 | $88,996-33.0% | $78,004-23.6% | $138,895-57.1% |
| Participation rate | 57.9% | 74.4%-16.5pp | 69.4%-11.6pp | 79.9%-22.0pp |
| Annual return | 24.84% | 28.03%-3.2pp | 31.07%-6.2pp | 145.39%-120.6pp |
| Employer contribution / active EE | $430 | $2,917-85.3% | $2,469-82.6% | $4,194-89.8% |
| Participant deferral / active EE | $3,167 | $4,724-33.0% | $4,092-22.6% | $6,396-50.5% |
| Admin fee / account holder | $1,454 | $8,807-83.5% | $7,578-80.8% | $12,562-88.4% |