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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 | $51,980 | $81,476-36.2% | $102,383-49.2% | $80,925-35.8% |
| Participation rate | 12.8% | 66.8%-54.1pp | 74.5%-61.7pp | 67.7%-54.9pp |
| Annual return | 16.34% | 25.59%-9.2pp | 24.94%-8.6pp | 35.65%-19.3pp |
| Employer contribution / active EE | $537 | $3,105-82.7% | $3,870-86.1% | $2,756-80.5% |
| Participant deferral / active EE | $1,918 | $3,871-50.5% | $5,060-62.1% | $4,299-55.4% |
| Admin fee / account holder | $424 | $6,717-93.7% | $8,391-94.9% | $6,940-93.9% |