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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 | $79,734 | $135,956-41.4% | $123,894-35.6% | $273,972-70.9% |
| Participation rate | 36.4% | 84.1%-47.7pp | 81.4%-45.0pp | 83.0%-46.7pp |
| Annual return | 5.29% | 56.63%-51.3pp | 47.52%-42.2pp | 41.46%-36.2pp |
| Employer contribution / active EE | $721 | $5,170-86.0% | $4,617-84.4% | $4,869-85.2% |
| Participant deferral / active EE | $3,938 | $6,343-37.9% | $5,984-34.2% | $5,287-25.5% |
| Admin fee / account holder | $2,536 | $9,817-74.2% | $8,357-69.7% | $10,133-75.0% |