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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 | $58,179 | $172,111-66.2% | $150,298-61.3% | $137,256-57.6% |
| Participation rate | 31.3% | 81.7%-50.5pp | 77.8%-46.5pp | 80.0%-48.7pp |
| Annual return | 16.18% | 69.37%-53.2pp | 62.79%-46.6pp | 220.34%-204.2pp |
| Employer contribution / active EE | $640 | $4,636-86.2% | $4,154-84.6% | $4,156-84.6% |
| Participant deferral / active EE | $3,966 | $6,166-35.7% | $5,453-27.3% | $6,407-38.1% |
| Admin fee / account holder | $1,993 | $16,471-87.9% | $14,116-85.9% | $12,270-83.8% |