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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 | $55,950 | $47,848+16.9% | $81,473-31.3% | $70,126-20.2% |
| Participation rate | 42.9% | 58.3%-15.4pp | 68.0%-25.1pp | 69.5%-26.7pp |
| Annual return | 17.28% | 27.25%-10.0pp | 38.78%-21.5pp | 73.15%-55.9pp |
| Employer contribution / active EE | $197 | $1,527-87.1% | $2,568-92.3% | $2,343-91.6% |
| Participant deferral / active EE | $1,116 | $2,453-54.5% | $3,537-68.5% | $3,332-66.5% |
| Admin fee / account holder | $2,765 | $3,145-12.1% | $4,561-39.4% | $4,645-40.5% |