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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 | $63,255 | $102,938-38.6% | $94,105-32.8% | $138,895-54.5% |
| Participation rate | 33.3% | 74.6%-41.3pp | 71.9%-38.6pp | 79.9%-46.6pp |
| Annual return | 17.22% | 250.28%-233.1pp | 204.55%-187.3pp | 145.39%-128.2pp |
| Employer contribution / active EE | $59 | $2,732-97.8% | $2,504-97.6% | $4,194-98.6% |
| Participant deferral / active EE | $2,989 | $4,196-28.8% | $3,881-23.0% | $6,396-53.3% |
| Admin fee / account holder | $373 | $6,600-94.3% | $6,199-94.0% | $12,562-97.0% |