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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 | $55,964 | $46,877+19.4% | $122,354-54.3% | $70,126-20.2% |
| Participation rate | 41.4% | 58.2%-16.8pp | 71.6%-30.3pp | 69.5%-28.2pp |
| Annual return | 17.81% | 24.22%-6.4pp | 30.28%-12.5pp | 73.15%-55.3pp |
| Employer contribution / active EE | $117 | $1,288-90.9% | $4,051-97.1% | $2,343-95.0% |
| Participant deferral / active EE | $1,619 | $2,167-25.3% | $3,287-50.8% | $3,332-51.4% |
| Admin fee / account holder | $1,935 | $3,324-41.8% | $5,479-64.7% | $4,645-58.3% |