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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 | $55,989 | $96,233-41.8% | $137,474-59.3% | $94,015-40.4% |
| Participation rate | 25.0% | 78.3%-53.3pp | 83.5%-58.5pp | 70.8%-45.8pp |
| Annual return | 12.90% | 16.05%-3.2pp | 11.53%+1.4pp | 17.84%-4.9pp |
| Employer contribution / active EE | $937 | $3,713-74.8% | $5,048-81.4% | $2,790-66.4% |
| Participant deferral / active EE | $2,825 | $5,018-43.7% | $6,155-54.1% | $4,249-33.5% |
| Admin fee / account holder | $7,912 | $7,029+12.6% | $10,602-25.4% | $8,951-11.6% |