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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 | $57,876 | $143,969-59.8% | $199,883-71.0% | $82,637-30.0% |
| Participation rate | 60.6% | 84.1%-23.5pp | 86.8%-26.2pp | 68.1%-7.4pp |
| Annual return | 17.28% | 25.67%-8.4pp | 43.81%-26.5pp | 53.51%-36.2pp |
| Employer contribution / active EE | $1,123 | $4,632-75.8% | $6,261-82.1% | $2,552-56.0% |
| Participant deferral / active EE | $3,295 | $6,937-52.5% | $9,138-63.9% | $4,126-20.1% |
| Admin fee / account holder | $2,127 | $14,597-85.4% | $17,268-87.7% | $7,339-71.0% |