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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 | $60,756 | $122,258-50.3% | $199,883-69.6% | $64,097-5.2% |
| Participation rate | 34.0% | 79.0%-45.0pp | 86.8%-52.8pp | 55.2%-21.2pp |
| Annual return | 16.21% | 24.91%-8.7pp | 43.81%-27.6pp | 34.64%-18.4pp |
| Employer contribution / active EE | $1,195 | $4,242-71.8% | $6,261-80.9% | $1,891-36.8% |
| Participant deferral / active EE | $3,189 | $6,258-49.0% | $9,138-65.1% | $3,080+3.5% |
| Admin fee / account holder | $2,498 | $3,882-35.7% | $17,268-85.5% | $3,454-27.7% |