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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 | $46,298 | $93,598-50.5% | $135,974-66.0% | $75,173-38.4% |
| Participation rate | 61.5% | 75.2%-13.7pp | 81.9%-20.4pp | 67.2%-5.7pp |
| Annual return | 17.29% | 30.89%-13.6pp | 68.30%-51.0pp | 160.72%-143.4pp |
| Employer contribution / active EE | $356 | $3,538-89.9% | $4,859-92.7% | $2,671-86.7% |
| Participant deferral / active EE | $2,892 | $6,405-54.9% | $7,760-62.7% | $4,126-29.9% |
| Admin fee / account holder | $5,183 | $6,978-25.7% | $10,767-51.9% | $5,651-8.3% |