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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 | $81,969 | $60,349+35.8% | $74,184+10.5% | $62,881+30.4% |
| Participation rate | 42.3% | 72.7%-30.4pp | 76.6%-34.3pp | 69.3%-27.0pp |
| Annual return | 5.28% | 21.38%-16.1pp | 17.74%-12.5pp | 20.14%-14.9pp |
| Employer contribution / active EE | $282 | $1,680-83.2% | $2,370-88.1% | $2,281-87.6% |
| Participant deferral / active EE | $2,113 | $2,856-26.0% | $3,550-40.5% | $3,203-34.0% |
| Admin fee / account holder | $2,760 | $4,261-35.2% | $5,586-50.6% | $4,296-35.8% |