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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 | $47,836 | $73,978-35.3% | $96,515-50.4% | $75,173-36.4% |
| Participation rate | 30.0% | 66.4%-36.4pp | 74.3%-44.3pp | 67.2%-37.2pp |
| Annual return | 15.27% | 26.72%-11.5pp | 35.73%-20.5pp | 160.72%-145.5pp |
| Employer contribution / active EE | $304 | $2,931-89.6% | $3,740-91.9% | $2,671-88.6% |
| Participant deferral / active EE | $1,601 | $3,660-56.3% | $4,880-67.2% | $4,126-61.2% |
| Admin fee / account holder | $5,326 | $5,219+2.1% | $6,735-20.9% | $5,651-5.7% |