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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 | $52,059 | $87,037-40.2% | $106,201-51.0% | $80,874-35.6% |
| Participation rate | 57.3% | 70.4%-13.2pp | 75.3%-18.0pp | 67.6%-10.4pp |
| Annual return | 14.10% | 17.05%-2.9pp | 116.26%-102.2pp | 35.62%-21.5pp |
| Employer contribution / active EE | $455 | $2,396-81.0% | $3,170-85.7% | $2,756-83.5% |
| Participant deferral / active EE | $4,921 | $3,986+23.5% | $5,012-1.8% | $4,297+14.5% |
| Admin fee / account holder | $3,317 | $8,434-60.7% | $11,039-70.0% | $6,935-52.2% |