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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 | $46,540 | $80,992-42.5% | $96,534-51.8% | $75,173-38.1% |
| Participation rate | 60.7% | 71.8%-11.1pp | 76.0%-15.3pp | 67.2%-6.5pp |
| Annual return | 15.44% | 27.05%-11.6pp | 25.88%-10.4pp | 160.72%-145.3pp |
| Employer contribution / active EE | $385 | $2,283-83.1% | $2,965-87.0% | $2,671-85.6% |
| Participant deferral / active EE | $2,453 | $3,929-37.6% | $4,851-49.4% | $4,126-40.5% |
| Admin fee / account holder | $1,668 | $6,717-75.2% | $8,253-79.8% | $5,651-70.5% |