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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 | $72,281 | $209,336-65.5% | $197,124-63.3% | $137,256-47.3% |
| Participation rate | 28.6% | 87.3%-58.7pp | 86.7%-58.1pp | 80.0%-51.4pp |
| Annual return | 20.19% | 48.09%-27.9pp | 44.34%-24.2pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,079 | $6,591-83.6% | $6,227-82.7% | $4,156-74.0% |
| Participant deferral / active EE | $4,149 | $9,614-56.8% | $9,135-54.6% | $6,407-35.2% |
| Admin fee / account holder | $5,700 | $17,308-67.1% | $16,298-65.0% | $12,270-53.5% |