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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 | $71,591 | $181,896-60.6% | $156,551-54.3% | $273,972-73.9% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 8.79% | 30.74%-22.0pp | 32.23%-23.4pp | 41.46%-32.7pp |
| Employer contribution / active EE | $843 | $6,248-86.5% | $5,501-84.7% | $4,869-82.7% |
| Participant deferral / active EE | $3,290 | $5,550-40.7% | $4,871-32.5% | $5,287-37.8% |
| Admin fee / account holder | $353 | $15,560-97.7% | $13,028-97.3% | $10,133-96.5% |