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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 | $43,507 | $78,682-44.7% | $109,188-60.2% | $85,851-49.3% |
| Participation rate | 59.8% | 68.3%-8.5pp | 75.9%-16.1pp | 69.3%-9.6pp |
| Annual return | 13.50% | 25.09%-11.6pp | 25.76%-12.3pp | 318.63%-305.1pp |
| Employer contribution / active EE | $425 | $2,734-84.4% | $3,723-88.6% | $2,565-83.4% |
| Participant deferral / active EE | $1,741 | $3,468-49.8% | $4,654-62.6% | $3,952-56.0% |
| Admin fee / account holder | $8,673 | $5,470+58.6% | $6,755+28.4% | $6,261+38.5% |