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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 | $47,426 | $60,349-21.4% | $74,184-36.1% | $62,881-24.6% |
| Participation rate | 57.4% | 72.7%-15.4pp | 76.6%-19.2pp | 69.3%-11.9pp |
| Annual return | 9.56% | 21.38%-11.8pp | 17.74%-8.2pp | 20.14%-10.6pp |
| Employer contribution / active EE | $288 | $1,680-82.9% | $2,370-87.9% | $2,281-87.4% |
| Participant deferral / active EE | $3,536 | $2,856+23.8% | $3,550-0.4% | $3,203+10.4% |
| Admin fee / account holder | $972 | $4,261-77.2% | $5,586-82.6% | $4,296-77.4% |