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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 | $59,013 | $111,535-47.1% | $105,223-43.9% | $137,256-57.0% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.0%-41.7pp | 80.0%-46.6pp |
| Annual return | 12.85% | 237.85%-225.0pp | 180.65%-167.8pp | 220.34%-207.5pp |
| Employer contribution / active EE | $685 | $3,939-82.6% | $3,689-81.4% | $4,156-83.5% |
| Participant deferral / active EE | $2,520 | $5,500-54.2% | $5,072-50.3% | $6,407-60.7% |
| Admin fee / account holder | $4,868 | $9,721-49.9% | $8,859-45.0% | $12,270-60.3% |