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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 | $66,477 | $84,236-21.1% | $170,439-61.0% | $70,124-5.2% |
| Participation rate | 57.1% | 70.8%-13.7pp | 83.6%-26.5pp | 69.5%-12.4pp |
| Annual return | 16.86% | 23.06%-6.2pp | 205.94%-189.1pp | 73.14%-56.3pp |
| Employer contribution / active EE | $156 | $3,387-95.4% | $5,433-97.1% | $2,342-93.4% |
| Participant deferral / active EE | $1,587 | $3,086-48.6% | $4,939-67.9% | $3,332-52.4% |
| Admin fee / account holder | $2,220 | $5,698-61.0% | $13,881-84.0% | $4,645-52.2% |