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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 | $49,905 | $89,259-44.1% | $107,187-53.4% | $82,637-39.6% |
| Participation rate | 63.5% | 67.9%-4.4pp | 75.0%-11.5pp | 68.1%-4.5pp |
| Annual return | 16.99% | 21.02%-4.0pp | 204.55%-187.6pp | 53.51%-36.5pp |
| Employer contribution / active EE | $785 | $3,080-74.5% | $3,782-79.2% | $2,552-69.2% |
| Participant deferral / active EE | $4,206 | $4,037+4.2% | $5,096-17.5% | $4,126+1.9% |
| Admin fee / account holder | $2,757 | $7,381-62.6% | $9,162-69.9% | $7,339-62.4% |