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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 | $51,496 | $108,825-52.7% | $156,181-67.0% | $82,448-37.5% |
| Participation rate | 69.1% | 72.4%-3.2pp | 78.8%-9.7pp | 68.1%+1.0pp |
| Annual return | 13.51% | 20.59%-7.1pp | 64.87%-51.4pp | 41.64%-28.1pp |
| Employer contribution / active EE | $745 | $2,870-74.0% | $4,294-82.7% | $2,551-70.8% |
| Participant deferral / active EE | $2,168 | $4,577-52.6% | $6,132-64.6% | $4,139-47.6% |
| Admin fee / account holder | $5,548 | $9,341-40.6% | $14,586-62.0% | $7,234-23.3% |