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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 | $36,306 | $86,922-58.2% | $102,438-64.6% | $80,874-55.1% |
| Participation rate | 58.6% | 72.4%-13.8pp | 76.5%-17.9pp | 67.6%-9.0pp |
| Annual return | 24.82% | 18.90%+5.9pp | 29.37%-4.6pp | 35.62%-10.8pp |
| Employer contribution / active EE | $629 | $2,369-73.4% | $3,024-79.2% | $2,756-77.2% |
| Participant deferral / active EE | $3,167 | $4,119-23.1% | $5,054-37.3% | $4,297-26.3% |
| Admin fee / account holder | $2,527 | $8,050-68.6% | $9,448-73.3% | $6,935-63.6% |