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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 | $110,137-53.2% | $161,149-68.0% | $82,637-37.7% |
| Participation rate | 69.1% | 72.4%-3.2pp | 78.8%-9.7pp | 68.1%+1.1pp |
| Annual return | 13.51% | 20.69%-7.2pp | 21.16%-7.6pp | 53.51%-40.0pp |
| Employer contribution / active EE | $745 | $2,856-73.9% | $4,360-82.9% | $2,552-70.8% |
| Participant deferral / active EE | $2,168 | $4,575-52.6% | $6,153-64.8% | $4,126-47.4% |
| Admin fee / account holder | $5,548 | $9,467-41.4% | $15,194-63.5% | $7,339-24.4% |