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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 | $52,854 | $86,949-39.2% | $102,460-48.4% | $80,959-34.7% |
| Participation rate | 53.7% | 72.4%-18.7pp | 76.5%-22.9pp | 67.7%-14.0pp |
| Annual return | 13.10% | 18.89%-5.8pp | 29.47%-16.4pp | 35.67%-22.6pp |
| Employer contribution / active EE | $555 | $2,370-76.6% | $3,025-81.7% | $2,757-79.9% |
| Participant deferral / active EE | $3,508 | $4,121-14.9% | $5,056-30.6% | $4,300-18.4% |
| Admin fee / account holder | $6,727 | $8,048-16.4% | $9,460-28.9% | $6,925-2.9% |