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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 | $53,962 | $94,031-42.6% | $115,768-53.4% | $82,448-34.6% |
| Participation rate | 60.8% | 70.4%-9.6pp | 74.4%-13.6pp | 68.1%-7.3pp |
| Annual return | 24.64% | 20.61%+4.0pp | 100.46%-75.8pp | 41.64%-17.0pp |
| Employer contribution / active EE | $351 | $2,323-84.9% | $2,940-88.1% | $2,551-86.2% |
| Participant deferral / active EE | $2,287 | $3,972-42.4% | $4,917-53.5% | $4,139-44.7% |
| Admin fee / account holder | $6,660 | $10,249-35.0% | $12,439-46.5% | $7,234-7.9% |