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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 | $54,509 | $81,487-33.1% | $102,412-46.8% | $80,935-32.7% |
| Participation rate | 34.4% | 66.8%-32.5pp | 74.5%-40.1pp | 67.7%-33.3pp |
| Annual return | 15.22% | 25.60%-10.4pp | 24.94%-9.7pp | 35.66%-20.4pp |
| Employer contribution / active EE | $574 | $3,103-81.5% | $3,870-85.2% | $2,757-79.2% |
| Participant deferral / active EE | $4,273 | $3,871+10.4% | $5,060-15.6% | $4,299-0.6% |
| Admin fee / account holder | $2,696 | $6,717-59.9% | $8,388-67.9% | $6,924-61.1% |