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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 | $50,018 | $106,749-53.1% | $145,433-65.6% | $82,448-39.3% |
| Participation rate | 50.0% | 75.6%-25.6pp | 82.1%-32.1pp | 68.1%-18.1pp |
| Annual return | 17.15% | 27.59%-10.4pp | 66.58%-49.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $230 | $3,444-93.3% | $4,554-95.0% | $2,551-91.0% |
| Participant deferral / active EE | $5,545 | $6,519-14.9% | $7,897-29.8% | $4,139+34.0% |
| Admin fee / account holder | $4,839 | $8,390-42.3% | $13,129-63.1% | $7,234-33.1% |