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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 | $50,691 | $108,825-53.4% | $156,181-67.5% | $82,448-38.5% |
| Participation rate | 38.4% | 72.4%-34.0pp | 78.8%-40.5pp | 68.1%-29.7pp |
| Annual return | 14.03% | 20.59%-6.6pp | 64.87%-50.8pp | 41.64%-27.6pp |
| Employer contribution / active EE | $491 | $2,870-82.9% | $4,294-88.6% | $2,551-80.8% |
| Participant deferral / active EE | $2,331 | $4,577-49.1% | $6,132-62.0% | $4,139-43.7% |
| Admin fee / account holder | $458 | $9,341-95.1% | $14,586-96.9% | $7,234-93.7% |