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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 | $53,860 | $181,896-70.4% | $156,551-65.6% | $273,972-80.3% |
| Participation rate | 38.5% | 88.4%-49.9pp | 84.0%-45.6pp | 83.0%-44.6pp |
| Annual return | 8.60% | 30.74%-22.1pp | 32.23%-23.6pp | 41.46%-32.9pp |
| Employer contribution / active EE | $1,280 | $6,248-79.5% | $5,501-76.7% | $4,869-73.7% |
| Participant deferral / active EE | $1,945 | $5,550-65.0% | $4,871-60.1% | $5,287-63.2% |
| Admin fee / account holder | $1,122 | $15,560-92.8% | $13,028-91.4% | $10,133-88.9% |