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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 | $57,272 | $80,855-29.2% | $153,416-62.7% | $86,983-34.2% |
| Participation rate | 21.4% | 64.1%-42.7pp | 74.3%-52.9pp | 69.5%-48.1pp |
| Annual return | 17.25% | 16.18%+1.1pp | 17.84%-0.6pp | 25.83%-8.6pp |
| Employer contribution / active EE | $417 | $2,308-81.9% | $3,764-88.9% | $2,584-83.9% |
| Participant deferral / active EE | $2,028 | $3,333-39.2% | $4,723-57.1% | $4,194-51.7% |
| Admin fee / account holder | $721 | $6,908-89.6% | $13,095-94.5% | $7,856-90.8% |