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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 | $44,416 | $76,551-42.0% | $123,894-64.2% | $62,881-29.4% |
| Participation rate | 62.1% | 73.0%-10.9pp | 81.4%-19.3pp | 69.3%-7.2pp |
| Annual return | 7.19% | 18.68%-11.5pp | 47.52%-40.3pp | 20.14%-13.0pp |
| Employer contribution / active EE | $415 | $2,882-85.6% | $4,617-91.0% | $2,281-81.8% |
| Participant deferral / active EE | $2,782 | $4,840-42.5% | $5,984-53.5% | $3,203-13.1% |
| Admin fee / account holder | $2,418 | $4,826-49.9% | $8,357-71.1% | $4,296-43.7% |