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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 | $84,251 | $132,310-36.3% | $105,754-20.3% | $273,972-69.2% |
| Participation rate | 33.3% | 83.2%-49.9pp | 78.9%-45.6pp | 83.0%-49.7pp |
| Annual return | 3.79% | 10.08%-6.3pp | 12.25%-8.5pp | 41.46%-37.7pp |
| Employer contribution / active EE | $465 | $4,867-90.4% | $4,079-88.6% | $4,869-90.4% |
| Participant deferral / active EE | $2,413 | $6,233-61.3% | $5,326-54.7% | $5,287-54.4% |
| Admin fee / account holder | $1,464 | $12,036-87.8% | $8,309-82.4% | $10,133-85.6% |