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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 | $50,513 | $51,638-2.2% | $129,406-61.0% | $80,959-37.6% |
| Participation rate | 57.5% | 56.9%+0.6pp | 69.6%-12.1pp | 67.7%-10.2pp |
| Annual return | 12.39% | 20.78%-8.4pp | 9468.18%-9455.8pp | 35.67%-23.3pp |
| Employer contribution / active EE | $255 | $1,584-83.9% | $4,155-93.9% | $2,757-90.7% |
| Participant deferral / active EE | $2,415 | $2,670-9.6% | $4,167-42.1% | $4,300-43.8% |
| Admin fee / account holder | $1,452 | $4,313-66.3% | $7,689-81.1% | $6,925-79.0% |