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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 | $48,178 | $55,457-13.1% | $77,361-37.7% | $94,015-48.8% |
| Participation rate | 68.9% | 69.8%-0.9pp | 75.0%-6.1pp | 70.8%-1.9pp |
| Annual return | 14.26% | 15.57%-1.3pp | 1011.54%-997.3pp | 17.84%-3.6pp |
| Employer contribution / active EE | $413 | $2,255-81.7% | $2,990-86.2% | $2,790-85.2% |
| Participant deferral / active EE | $6,083 | $3,069+98.2% | $3,911+55.5% | $4,249+43.2% |
| Admin fee / account holder | $333 | $4,334-92.3% | $5,894-94.3% | $8,951-96.3% |