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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 | $33,869 | $86,940-61.0% | $102,434-66.9% | $80,935-58.2% |
| Participation rate | 56.9% | 72.4%-15.4pp | 76.5%-19.6pp | 67.7%-10.7pp |
| Annual return | 13.60% | 18.89%-5.3pp | 29.46%-15.9pp | 35.66%-22.1pp |
| Employer contribution / active EE | $464 | $2,370-80.4% | $3,023-84.7% | $2,757-83.2% |
| Participant deferral / active EE | $2,302 | $4,121-44.1% | $5,055-54.5% | $4,299-46.4% |
| Admin fee / account holder | $9,529 | $8,047+18.4% | $9,462+0.7% | $6,924+37.6% |