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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 | $47,111 | $72,273-34.8% | $101,275-53.5% | $79,856-41.0% |
| Participation rate | 45.8% | 68.5%-22.7pp | 75.8%-30.0pp | 69.6%-23.9pp |
| Annual return | 13.16% | 22.30%-9.1pp | 46.48%-33.3pp | 31.71%-18.6pp |
| Employer contribution / active EE | $298 | $2,691-88.9% | $3,660-91.8% | $2,471-87.9% |
| Participant deferral / active EE | $1,747 | $3,282-46.8% | $4,371-60.0% | $3,741-53.3% |
| Admin fee / account holder | $3,566 | $4,401-19.0% | $5,948-40.1% | $5,306-32.8% |