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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 | $51,044 | $95,404-46.5% | $113,397-55.0% | $82,637-38.2% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.5%-26.5pp | 68.1%-18.1pp |
| Annual return | 14.29% | 19.08%-4.8pp | 23.20%-8.9pp | 53.51%-39.2pp |
| Employer contribution / active EE | $457 | $2,307-80.2% | $2,977-84.7% | $2,552-82.1% |
| Participant deferral / active EE | $2,763 | $4,220-34.5% | $5,076-45.6% | $4,126-33.0% |
| Admin fee / account holder | $1,614 | $9,168-82.4% | $11,957-86.5% | $7,339-78.0% |