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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 | $49,623 | $60,349-17.8% | $74,184-33.1% | $62,881-21.1% |
| Participation rate | 53.6% | 72.7%-19.2pp | 76.6%-23.0pp | 69.3%-15.7pp |
| Annual return | 13.05% | 21.38%-8.3pp | 17.74%-4.7pp | 20.14%-7.1pp |
| Employer contribution / active EE | $242 | $1,680-85.6% | $2,370-89.8% | $2,281-89.4% |
| Participant deferral / active EE | $1,797 | $2,856-37.1% | $3,550-49.4% | $3,203-43.9% |
| Admin fee / account holder | $1,028 | $4,261-75.9% | $5,586-81.6% | $4,296-76.1% |