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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 | $39,163 | $77,492-49.5% | $100,398-61.0% | $80,911-51.6% |
| Participation rate | 67.6% | 76.9%-9.3pp | 81.5%-13.9pp | 67.6%0pp |
| Annual return | 13.05% | 37.23%-24.2pp | 49.32%-36.3pp | 35.63%-22.6pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,946-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,530 | $6,817+54.5% | $8,084+30.3% | $4,297+145.0% |
| Admin fee / account holder | $15,098 | $5,892+156.3% | $7,893+91.3% | $6,935+117.7% |