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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 | $60,150 | $99,633-39.6% | $183,328-67.2% | $82,448-27.0% |
| Participation rate | 44.4% | 70.8%-26.3pp | 77.3%-32.9pp | 68.1%-23.6pp |
| Annual return | 16.41% | 17.84%-1.4pp | 29.67%-13.3pp | 41.64%-25.2pp |
| Employer contribution / active EE | $794 | $3,256-75.6% | $5,055-84.3% | $2,551-68.9% |
| Participant deferral / active EE | $3,878 | $4,938-21.5% | $6,795-42.9% | $4,139-6.3% |
| Admin fee / account holder | $4,730 | $9,934-52.4% | $21,427-77.9% | $7,234-34.6% |