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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 | $50,561 | $72,269-30.0% | $101,271-50.1% | $79,852-36.7% |
| Participation rate | 12.2% | 68.5%-56.3pp | 75.8%-63.6pp | 69.6%-57.4pp |
| Annual return | 22.00% | 22.29%-0.3pp | 46.48%-24.5pp | 31.72%-9.7pp |
| Employer contribution / active EE | $237 | $2,692-91.2% | $3,660-93.5% | $2,471-90.4% |
| Participant deferral / active EE | $1,480 | $3,282-54.9% | $4,371-66.1% | $3,740-60.4% |
| Admin fee / account holder | $671 | $4,401-84.7% | $5,948-88.7% | $5,306-87.4% |