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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 | $68,634 | $124,425-44.8% | $112,040-38.7% | $137,256-50.0% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 18.93% | 24.72%-5.8pp | 24.52%-5.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $356 | $3,411-89.6% | $2,954-88.0% | $4,156-91.4% |
| Participant deferral / active EE | $4,217 | $5,718-26.3% | $5,098-17.3% | $6,407-34.2% |
| Admin fee / account holder | $442 | $15,207-97.1% | $12,098-96.3% | $12,270-96.4% |