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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 | $47,764 | $116,462-59.0% | $455,481-89.5% | $116,462-59.0% |
| Participation rate | 36.2% | 74.7%-38.5pp | 71.0%-34.8pp | 74.7%-38.5pp |
| Annual return | 22.73% | 15.65%+7.1pp | -2.82%+25.6pp | 15.65%+7.1pp |
| Employer contribution / active EE | $360 | $3,231-88.9% | $5,016-92.8% | $3,231-88.9% |
| Participant deferral / active EE | $2,084 | $3,836-45.7% | $3,583-41.8% | $3,836-45.7% |
| Admin fee / account holder | $616 | $12,754-95.2% | $17,461-96.5% | $12,754-95.2% |