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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 | $77,423 | $162,812-52.4% | $133,971-42.2% | $158,966-51.3% |
| Participation rate | 37.5% | 83.2%-45.7pp | 79.8%-42.3pp | 82.0%-44.5pp |
| Annual return | 13.25% | 41.94%-28.7pp | 45.09%-31.8pp | 302.95%-289.7pp |
| Employer contribution / active EE | $633 | $4,976-87.3% | $3,919-83.8% | $4,762-86.7% |
| Participant deferral / active EE | $2,039 | $5,910-65.5% | $5,047-59.6% | $5,983-65.9% |
| Admin fee / account holder | $826 | $11,741-93.0% | $8,929-90.8% | $11,250-92.7% |