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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 | $52,173 | $147,556-64.6% | $129,031-59.6% | $198,609-73.7% |
| Participation rate | 34.8% | 77.2%-42.5pp | 73.4%-38.6pp | 82.4%-47.6pp |
| Annual return | 18.26% | 37.41%-19.1pp | 34.67%-16.4pp | 202.70%-184.4pp |
| Employer contribution / active EE | $542 | $3,645-85.1% | $3,226-83.2% | $5,055-89.3% |
| Participant deferral / active EE | $2,449 | $5,760-57.5% | $5,217-53.1% | $6,977-64.9% |
| Admin fee / account holder | $2,002 | $15,467-87.1% | $13,208-84.8% | $19,030-89.5% |