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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 | $49,996 | $95,453-47.6% | $112,040-55.4% | $82,448-39.4% |
| Participation rate | 65.4% | 72.8%-7.4pp | 76.5%-11.1pp | 68.1%-2.7pp |
| Annual return | 18.94% | 23.92%-5.0pp | 24.52%-5.6pp | 41.64%-22.7pp |
| Employer contribution / active EE | $550 | $2,318-76.3% | $2,954-81.4% | $2,551-78.4% |
| Participant deferral / active EE | $3,917 | $4,224-7.3% | $5,098-23.2% | $4,139-5.4% |
| Admin fee / account holder | $367 | $9,013-95.9% | $12,098-97.0% | $7,234-94.9% |