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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 | $50,555 | $215,361-76.5% | $171,082-70.4% | $273,972-81.5% |
| Participation rate | 57.1% | 82.0%-24.9pp | 76.7%-19.6pp | 83.0%-25.9pp |
| Annual return | 6.94% | 25.14%-18.2pp | 32.56%-25.6pp | 41.46%-34.5pp |
| Employer contribution / active EE | $251 | $4,967-95.0% | $4,002-93.7% | $4,869-94.8% |
| Participant deferral / active EE | $1,925 | $5,543-65.3% | $4,797-59.9% | $5,287-63.6% |
| Admin fee / account holder | $2,458 | $10,846-77.3% | $8,520-71.2% | $10,133-75.7% |