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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 | $51,073 | $124,330-58.9% | $109,173-53.2% | $167,536-69.5% |
| Participation rate | 46.2% | 79.5%-33.3pp | 75.9%-29.7pp | 82.1%-36.0pp |
| Annual return | 9.69% | 26.04%-16.4pp | 25.75%-16.1pp | 478.82%-469.1pp |
| Employer contribution / active EE | $688 | $4,209-83.7% | $3,723-81.5% | $4,839-85.8% |
| Participant deferral / active EE | $2,878 | $5,256-45.3% | $4,654-38.2% | $6,342-54.6% |
| Admin fee / account holder | $1,223 | $7,974-84.7% | $6,755-81.9% | $12,315-90.1% |