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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 | $89,698 | $199,109-55.0% | $173,730-48.4% | $154,746-42.0% |
| Participation rate | 38.9% | 82.8%-43.9pp | 79.6%-40.7pp | 80.7%-41.8pp |
| Annual return | 21.66% | 20.02%+1.6pp | 19.96%+1.7pp | 172.34%-150.7pp |
| Employer contribution / active EE | $1,152 | $5,311-78.3% | $4,577-74.8% | $4,379-73.7% |
| Participant deferral / active EE | $3,653 | $7,113-48.6% | $6,326-42.3% | $6,730-45.7% |
| Admin fee / account holder | $7,592 | $20,916-63.7% | $17,523-56.7% | $14,365-47.1% |