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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 | $50,651 | $99,345-49.0% | $84,753-40.2% | $273,972-81.5% |
| Participation rate | 65.2% | 80.7%-15.5pp | 76.6%-11.4pp | 83.0%-17.8pp |
| Annual return | 8.11% | 22.93%-14.8pp | 22.78%-14.7pp | 41.46%-33.3pp |
| Employer contribution / active EE | $219 | $4,214-94.8% | $3,574-93.9% | $4,869-95.5% |
| Participant deferral / active EE | $2,706 | $4,270-36.6% | $3,712-27.1% | $5,287-48.8% |
| Admin fee / account holder | $668 | $6,645-89.9% | $5,333-87.5% | $10,133-93.4% |