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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 | $53,862 | $91,474-41.1% | $135,982-60.4% | $71,529-24.7% |
| Participation rate | 61.0% | 75.7%-14.7pp | 81.9%-20.9pp | 67.9%-7.0pp |
| Annual return | 37.81% | 29.89%+7.9pp | 68.32%-30.5pp | 28.97%+8.8pp |
| Employer contribution / active EE | $771 | $3,705-79.2% | $4,859-84.1% | $2,590-70.2% |
| Participant deferral / active EE | $3,410 | $7,095-51.9% | $7,760-56.1% | $4,291-20.5% |
| Admin fee / account holder | $1,255 | $1,267-1.0% | $10,767-88.3% | $1,588-21.0% |