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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 | $57,848 | $76,367-24.2% | $93,614-38.2% | $72,983-20.7% |
| Participation rate | 29.6% | 71.7%-42.1pp | 75.8%-46.2pp | 69.5%-39.9pp |
| Annual return | 20.09% | 25.82%-5.7pp | 32.76%-12.7pp | 81.01%-60.9pp |
| Employer contribution / active EE | $342 | $2,275-85.0% | $2,718-87.4% | $2,440-86.0% |
| Participant deferral / active EE | $2,091 | $3,538-40.9% | $4,069-48.6% | $3,608-42.0% |
| Admin fee / account holder | $11,853 | $6,838+73.3% | $7,889+50.2% | $5,124+131.3% |