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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 | $53,207 | $65,367-18.6% | $92,915-42.7% | $72,976-27.1% |
| Participation rate | 26.8% | 68.3%-41.5pp | 76.0%-49.2pp | 69.5%-42.7pp |
| Annual return | 24.76% | 42.11%-17.3pp | 109.45%-84.7pp | 81.02%-56.3pp |
| Employer contribution / active EE | $423 | $2,594-83.7% | $3,653-88.4% | $2,440-82.6% |
| Participant deferral / active EE | $2,169 | $3,128-30.7% | $4,238-48.8% | $3,608-39.9% |
| Admin fee / account holder | $333 | $4,251-92.2% | $5,796-94.3% | $5,124-93.5% |