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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 | $47,740 | $124,425-61.6% | $112,040-57.4% | $137,256-65.2% |
| Participation rate | 52.9% | 79.3%-26.4pp | 76.5%-23.6pp | 80.0%-27.0pp |
| Annual return | 19.69% | 24.72%-5.0pp | 24.52%-4.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $434 | $3,411-87.3% | $2,954-85.3% | $4,156-89.6% |
| Participant deferral / active EE | $2,689 | $5,718-53.0% | $5,098-47.2% | $6,407-58.0% |
| Admin fee / account holder | $1,019 | $15,207-93.3% | $12,098-91.6% | $12,270-91.7% |