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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 | $50,584 | $52,580-3.8% | $71,671-29.4% | $70,126-27.9% |
| Participation rate | 36.0% | 60.9%-24.9pp | 68.7%-32.7pp | 69.5%-33.5pp |
| Annual return | 16.56% | 20.25%-3.7pp | 20.65%-4.1pp | 73.15%-56.6pp |
| Employer contribution / active EE | $139 | $1,616-91.4% | $2,460-94.3% | $2,343-94.0% |
| Participant deferral / active EE | $1,232 | $2,386-48.4% | $3,438-64.2% | $3,332-63.0% |
| Admin fee / account holder | $758 | $3,653-79.3% | $5,558-86.4% | $4,645-83.7% |