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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 | $55,383 | $88,183-37.2% | $107,187-48.3% | $71,012-22.0% |
| Participation rate | 20.1% | 67.5%-47.4pp | 75.0%-54.9pp | 58.6%-38.4pp |
| Annual return | 16.79% | 16.47%+0.3pp | 204.55%-187.8pp | 37.67%-20.9pp |
| Employer contribution / active EE | $664 | $3,914-83.0% | $3,782-82.4% | $2,348-71.7% |
| Participant deferral / active EE | $1,579 | $3,079-48.7% | $5,096-69.0% | $3,246-51.4% |
| Admin fee / account holder | $1,322 | $1,430-7.5% | $9,162-85.6% | $1,167+13.3% |