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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 | $53,046 | $114,712-53.8% | $173,730-69.5% | $87,485-39.4% |
| Participation rate | 35.5% | 73.0%-37.5pp | 79.6%-44.1pp | 68.9%-33.4pp |
| Annual return | 17.76% | 20.18%-2.4pp | 19.96%-2.2pp | 26.06%-8.3pp |
| Employer contribution / active EE | $733 | $2,904-74.7% | $4,577-84.0% | $2,596-71.8% |
| Participant deferral / active EE | $3,124 | $4,642-32.7% | $6,326-50.6% | $4,274-26.9% |
| Admin fee / account holder | $3,749 | $10,210-63.3% | $17,523-78.6% | $7,775-51.8% |