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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 | $64,066 | $88,370-27.5% | $112,977-43.3% | $79,858-19.8% |
| Participation rate | 50.0% | 76.8%-26.8pp | 82.6%-32.6pp | 69.6%-19.6pp |
| Annual return | 14.69% | 23.16%-8.5pp | 24.24%-9.5pp | 31.72%-17.0pp |
| Employer contribution / active EE | $504 | $3,398-85.2% | $4,255-88.2% | $2,471-79.6% |
| Participant deferral / active EE | $2,031 | $4,536-55.2% | $5,836-65.2% | $3,740-45.7% |
| Admin fee / account holder | $7,509 | $5,750+30.6% | $6,294+19.3% | $5,306+41.5% |