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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 | $50,715 | $84,953-40.3% | $163,379-69.0% | $82,637-38.6% |
| Participation rate | 63.0% | 65.9%-2.9pp | 76.8%-13.8pp | 68.1%-5.0pp |
| Annual return | 20.08% | 23.07%-3.0pp | 63.41%-43.3pp | 53.51%-33.4pp |
| Employer contribution / active EE | $367 | $2,183-83.2% | $3,752-90.2% | $2,552-85.6% |
| Participant deferral / active EE | $2,689 | $4,326-37.8% | $6,282-57.2% | $4,126-34.8% |
| Admin fee / account holder | $3,823 | $7,921-51.7% | $9,818-61.1% | $7,339-47.9% |