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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 | $65,151 | $124,330-47.6% | $109,173-40.3% | $167,536-61.1% |
| Participation rate | 26.7% | 79.5%-52.8pp | 75.9%-49.2pp | 82.1%-55.4pp |
| Annual return | 12.64% | 26.04%-13.4pp | 25.75%-13.1pp | 478.82%-466.2pp |
| Employer contribution / active EE | $570 | $4,209-86.5% | $3,723-84.7% | $4,839-88.2% |
| Participant deferral / active EE | $2,210 | $5,256-58.0% | $4,654-52.5% | $6,342-65.2% |
| Admin fee / account holder | $1,686 | $7,974-78.9% | $6,755-75.0% | $12,315-86.3% |