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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 | $52,935 | $123,793-57.2% | $177,827-70.2% | $79,858-33.7% |
| Participation rate | 51.0% | 84.7%-33.6pp | 87.7%-36.7pp | 69.6%-18.6pp |
| Annual return | 17.48% | 22.82%-5.3pp | 48.32%-30.8pp | 31.72%-14.2pp |
| Employer contribution / active EE | $408 | $4,095-90.0% | $5,918-93.1% | $2,471-83.5% |
| Participant deferral / active EE | $2,946 | $5,956-50.5% | $7,713-61.8% | $3,740-21.2% |
| Admin fee / account holder | $1,879 | $7,243-74.1% | $12,429-84.9% | $5,306-64.6% |