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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 | $57,155 | $63,365-9.8% | $91,994-37.9% | $72,975-21.7% |
| Participation rate | 66.7% | 72.5%-5.8pp | 78.6%-12.0pp | 69.5%-2.8pp |
| Annual return | 21.43% | 35.35%-13.9pp | 69.04%-47.6pp | 81.01%-59.6pp |
| Employer contribution / active EE | $58 | $2,116-97.3% | $3,453-98.3% | $2,440-97.6% |
| Participant deferral / active EE | $4,751 | $4,883-2.7% | $5,924-19.8% | $3,608+31.7% |
| Admin fee / account holder | $1,674 | $4,670-64.2% | $7,744-78.4% | $5,124-67.3% |