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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 | $50,730 | $76,564-33.7% | $105,582-52.0% | $94,015-46.0% |
| Participation rate | 36.2% | 65.2%-29.0pp | 71.8%-35.6pp | 70.8%-34.7pp |
| Annual return | 13.37% | 20.69%-7.3pp | 18.61%-5.2pp | 17.84%-4.5pp |
| Employer contribution / active EE | $346 | $1,995-82.7% | $2,984-88.4% | $2,790-87.6% |
| Participant deferral / active EE | $1,902 | $3,320-42.7% | $4,353-56.3% | $4,249-55.3% |
| Admin fee / account holder | $2,036 | $7,129-71.4% | $12,856-84.2% | $8,951-77.3% |