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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 | $79,883 | $106,749-25.2% | $145,433-45.1% | $82,448-3.1% |
| Participation rate | 52.0% | 75.6%-23.6pp | 82.1%-30.1pp | 68.1%-16.1pp |
| Annual return | 19.18% | 27.59%-8.4pp | 66.58%-47.4pp | 41.64%-22.5pp |
| Employer contribution / active EE | $312 | $3,444-91.0% | $4,554-93.2% | $2,551-87.8% |
| Participant deferral / active EE | $5,670 | $6,519-13.0% | $7,897-28.2% | $4,139+37.0% |
| Admin fee / account holder | $3,335 | $8,390-60.3% | $13,129-74.6% | $7,234-53.9% |