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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 | $52,362 | $111,814-53.2% | $103,378-49.3% | $145,978-64.1% |
| Participation rate | 47.8% | 77.9%-30.1pp | 74.5%-26.7pp | 80.3%-32.5pp |
| Annual return | 11.76% | 24.80%-13.0pp | 24.91%-13.1pp | 550.52%-538.8pp |
| Employer contribution / active EE | $477 | $4,215-88.7% | $3,870-87.7% | $4,662-89.8% |
| Participant deferral / active EE | $1,754 | $5,618-68.8% | $5,058-65.3% | $6,690-73.8% |
| Admin fee / account holder | $438 | $9,764-95.5% | $8,401-94.8% | $13,400-96.7% |