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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 | $84,944 | $111,814-24.0% | $103,374-17.8% | $145,959-41.8% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 10.34% | 24.77%-14.4pp | 24.89%-14.5pp | 561.95%-551.6pp |
| Employer contribution / active EE | $831 | $4,214-80.3% | $3,869-78.5% | $4,661-82.2% |
| Participant deferral / active EE | $7,246 | $5,618+29.0% | $5,058+43.3% | $6,689+8.3% |
| Admin fee / account holder | $323 | $9,754-96.7% | $8,394-96.2% | $13,398-97.6% |