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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 | $50,458 | $56,894-11.3% | $84,753-40.5% | $62,881-19.8% |
| Participation rate | 44.2% | 68.5%-24.4pp | 76.6%-32.4pp | 69.3%-25.1pp |
| Annual return | 6.48% | 6.30%+0.2pp | 22.78%-16.3pp | 20.14%-13.7pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,469 | $2,709-45.8% | $3,712-60.4% | $3,203-54.1% |
| Admin fee / account holder | $3,057 | $3,581-14.6% | $5,333-42.7% | $4,296-28.8% |