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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 | $66,166 | $112,729-41.3% | $98,716-33.0% | $137,256-51.8% |
| Participation rate | 35.7% | 74.2%-38.5pp | 69.3%-33.6pp | 80.0%-44.2pp |
| Annual return | 18.66% | 38.48%-19.8pp | 31.81%-13.2pp | 220.34%-201.7pp |
| Employer contribution / active EE | $355 | $2,725-87.0% | $2,279-84.4% | $4,156-91.5% |
| Participant deferral / active EE | $1,219 | $4,640-73.7% | $4,048-69.9% | $6,407-81.0% |
| Admin fee / account holder | $2,612 | $10,129-74.2% | $8,703-70.0% | $12,270-78.7% |