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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 | $55,848 | $56,121-0.5% | $92,985-39.9% | $64,340-13.2% |
| Participation rate | 26.8% | 44.9%-18.2pp | 69.5%-42.7pp | 55.2%-28.5pp |
| Annual return | 17.02% | 19.19%-2.2pp | 27.99%-11.0pp | 24.14%-7.1pp |
| Employer contribution / active EE | $138 | $1,351-89.8% | $2,662-94.8% | $1,862-92.6% |
| Participant deferral / active EE | $1,297 | $2,362-45.1% | $4,377-70.4% | $2,980-56.5% |
| Admin fee / account holder | $2,472 | $6,869-64.0% | $9,463-73.9% | $3,703-33.2% |