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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 | $64,970 | $96,052-32.4% | $118,106-45.0% | $87,485-25.7% |
| Participation rate | 44.8% | 77.0%-32.2pp | 81.9%-37.0pp | 68.9%-24.1pp |
| Annual return | 14.72% | 24.16%-9.4pp | 19.44%-4.7pp | 26.06%-11.3pp |
| Employer contribution / active EE | $365 | $3,939-90.7% | $4,698-92.2% | $2,596-86.0% |
| Participant deferral / active EE | $2,999 | $5,793-48.2% | $6,619-54.7% | $4,274-29.8% |
| Admin fee / account holder | $550 | $7,618-92.8% | $8,973-93.9% | $7,775-92.9% |