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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 | $47,308 | $89,515-47.2% | $103,486-54.3% | $80,935-41.5% |
| Participation rate | 38.5% | 76.0%-37.5pp | 80.5%-42.1pp | 67.7%-29.2pp |
| Annual return | 14.26% | 22.82%-8.6pp | 23.93%-9.7pp | 35.66%-21.4pp |
| Employer contribution / active EE | $968 | $4,015-75.9% | $4,679-79.3% | $2,757-64.9% |
| Participant deferral / active EE | $2,383 | $5,463-56.4% | $6,628-64.1% | $4,299-44.6% |
| Admin fee / account holder | $2,694 | $6,527-58.7% | $9,354-71.2% | $6,924-61.1% |