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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 | $115,225-42.6% | $100,712-34.3% | $138,895-52.4% |
| Participation rate | 35.7% | 74.3%-38.6pp | 69.3%-33.6pp | 79.9%-44.2pp |
| Annual return | 18.66% | 40.35%-21.7pp | 33.27%-14.6pp | 145.39%-126.7pp |
| Employer contribution / active EE | $355 | $2,771-87.2% | $2,313-84.7% | $4,194-91.5% |
| Participant deferral / active EE | $1,219 | $4,699-74.1% | $4,085-70.2% | $6,396-80.9% |
| Admin fee / account holder | $2,612 | $10,844-75.9% | $9,256-71.8% | $12,562-79.2% |