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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 | $50,901 | $88,137-42.2% | $164,975-69.1% | $74,429-31.6% |
| Participation rate | 58.4% | 73.1%-14.7pp | 78.6%-20.2pp | 67.2%-8.8pp |
| Annual return | 12.60% | 17.13%-4.5pp | 70.12%-57.5pp | 1368.38%-1355.8pp |
| Employer contribution / active EE | $542 | $2,597-79.1% | $4,343-87.5% | $2,625-79.4% |
| Participant deferral / active EE | $4,085 | $4,501-9.2% | $6,033-32.3% | $4,348-6.1% |
| Admin fee / account holder | $2,306 | $2,231+3.3% | $12,688-81.8% | $1,944+18.6% |