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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 | $79,774 | $124,980-36.2% | $108,359-26.4% | $154,746-48.4% |
| Participation rate | 56.3% | 75.2%-18.9pp | 70.1%-13.9pp | 80.7%-24.5pp |
| Annual return | 17.86% | 45.00%-27.1pp | 36.89%-19.0pp | 172.34%-154.5pp |
| Employer contribution / active EE | $317 | $2,851-88.9% | $2,399-86.8% | $4,379-92.8% |
| Participant deferral / active EE | $3,686 | $4,743-22.3% | $4,137-10.9% | $6,730-45.2% |
| Admin fee / account holder | $985 | $11,502-91.4% | $9,741-89.9% | $14,365-93.1% |