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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 | $70,328 | $181,896-61.3% | $156,551-55.1% | $273,972-74.3% |
| Participation rate | 62.5% | 88.4%-25.9pp | 84.0%-21.5pp | 83.0%-20.5pp |
| Annual return | 7.82% | 30.74%-22.9pp | 32.23%-24.4pp | 41.46%-33.6pp |
| Employer contribution / active EE | $903 | $6,248-85.6% | $5,501-83.6% | $4,869-81.5% |
| Participant deferral / active EE | $3,451 | $5,550-37.8% | $4,871-29.1% | $5,287-34.7% |
| Admin fee / account holder | $1,387 | $15,560-91.1% | $13,028-89.4% | $10,133-86.3% |