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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 | $53,084 | $76,371-30.5% | $93,621-43.3% | $72,976-27.3% |
| Participation rate | 54.3% | 71.8%-17.4pp | 75.8%-21.5pp | 69.5%-15.1pp |
| Annual return | 22.00% | 25.82%-3.8pp | 32.76%-10.8pp | 81.02%-59.0pp |
| Employer contribution / active EE | $333 | $2,276-85.4% | $2,719-87.8% | $2,440-86.4% |
| Participant deferral / active EE | $2,139 | $3,538-39.5% | $4,070-47.4% | $3,608-40.7% |
| Admin fee / account holder | $1,783 | $6,839-73.9% | $7,890-77.4% | $5,124-65.2% |