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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 | $50,711 | $181,896-72.1% | $156,551-67.6% | $273,972-81.5% |
| Participation rate | 28.6% | 88.4%-59.8pp | 84.0%-55.4pp | 83.0%-54.4pp |
| Annual return | 4.77% | 30.74%-26.0pp | 32.23%-27.5pp | 41.46%-36.7pp |
| Employer contribution / active EE | $966 | $6,248-84.5% | $5,501-82.4% | $4,869-80.2% |
| Participant deferral / active EE | $2,207 | $5,550-60.2% | $4,871-54.7% | $5,287-58.3% |
| Admin fee / account holder | $4,299 | $15,560-72.4% | $13,028-67.0% | $10,133-57.6% |