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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 | $56,830 | $81,358-30.1% | $155,556-63.5% | $80,959-29.8% |
| Participation rate | 28.9% | 66.3%-37.3pp | 78.2%-49.3pp | 67.7%-38.7pp |
| Annual return | 12.36% | 33.39%-21.0pp | 64.84%-52.5pp | 35.67%-23.3pp |
| Employer contribution / active EE | $380 | $3,106-87.8% | $4,675-91.9% | $2,757-86.2% |
| Participant deferral / active EE | $1,717 | $3,455-50.3% | $5,631-69.5% | $4,300-60.1% |
| Admin fee / account holder | $1,343 | $7,994-83.2% | $15,885-91.5% | $6,925-80.6% |