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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 | $54,586 | $56,894-4.1% | $84,753-35.6% | $62,881-13.2% |
| Participation rate | 24.7% | 68.5%-43.8pp | 76.6%-51.9pp | 69.3%-44.6pp |
| Annual return | 4.73% | 6.30%-1.6pp | 22.78%-18.1pp | 20.14%-15.4pp |
| Employer contribution / active EE | $171 | $2,400-92.9% | $3,574-95.2% | $2,281-92.5% |
| Participant deferral / active EE | $1,228 | $2,709-54.7% | $3,712-66.9% | $3,203-61.7% |
| Admin fee / account holder | $9,536 | $3,581+166.3% | $5,333+78.8% | $4,296+122.0% |