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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 | $74,707 | $124,213-39.9% | $118,106-36.7% | $154,746-51.7% |
| Participation rate | 43.8% | 83.6%-39.8pp | 81.9%-38.1pp | 80.7%-37.0pp |
| Annual return | 10.19% | 18.29%-8.1pp | 19.44%-9.2pp | 172.34%-162.1pp |
| Employer contribution / active EE | $1,433 | $4,905-70.8% | $4,698-69.5% | $4,379-67.3% |
| Participant deferral / active EE | $4,122 | $6,859-39.9% | $6,619-37.7% | $6,730-38.8% |
| Admin fee / account holder | $3,029 | $9,627-68.5% | $8,973-66.2% | $14,365-78.9% |