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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 | $49,762 | $79,449-37.4% | $189,575-73.8% | $85,847-42.0% |
| Participation rate | 54.3% | 66.0%-11.7pp | 78.4%-24.2pp | 69.3%-15.0pp |
| Annual return | 14.80% | 18.45%-3.6pp | 64.19%-49.4pp | 318.61%-303.8pp |
| Employer contribution / active EE | $165 | $2,081-92.1% | $4,412-96.3% | $2,565-93.6% |
| Participant deferral / active EE | $2,025 | $4,051-50.0% | $6,174-67.2% | $3,952-48.8% |
| Admin fee / account holder | $3,447 | $5,377-35.9% | $9,806-64.8% | $6,261-44.9% |