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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 | $74,192 | $162,967-54.5% | $135,792-45.4% | $138,895-46.6% |
| Participation rate | 36.4% | 78.3%-42.0pp | 72.6%-36.2pp | 79.9%-43.6pp |
| Annual return | 16.57% | 30.08%-13.5pp | 25.96%-9.4pp | 145.39%-128.8pp |
| Employer contribution / active EE | $739 | $4,211-82.5% | $3,496-78.9% | $4,194-82.4% |
| Participant deferral / active EE | $2,194 | $5,640-61.1% | $4,759-53.9% | $6,396-65.7% |
| Admin fee / account holder | $758 | $15,306-95.0% | $12,266-93.8% | $12,562-94.0% |