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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 | $24,752 | $106,749-76.8% | $145,433-83.0% | $82,448-70.0% |
| Participation rate | 58.6% | 75.6%-17.0pp | 82.1%-23.5pp | 68.1%-9.4pp |
| Annual return | 22.62% | 27.59%-5.0pp | 66.58%-44.0pp | 41.64%-19.0pp |
| Employer contribution / active EE | $503 | $3,444-85.4% | $4,554-88.9% | $2,551-80.3% |
| Participant deferral / active EE | $4,633 | $6,519-28.9% | $7,897-41.3% | $4,139+11.9% |
| Admin fee / account holder | $3,728 | $8,390-55.6% | $13,129-71.6% | $7,234-48.5% |