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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 | $61,483 | $49,249+24.8% | $70,476-12.8% | $79,852-23.0% |
| Participation rate | 25.0% | 69.2%-44.2pp | 75.1%-50.1pp | 69.6%-44.6pp |
| Annual return | 23.58% | 30.09%-6.5pp | 109.12%-85.5pp | 31.72%-8.1pp |
| Employer contribution / active EE | $356 | $2,100-83.0% | $2,738-87.0% | $2,471-85.6% |
| Participant deferral / active EE | $1,066 | $2,769-61.5% | $3,710-71.3% | $3,740-71.5% |
| Admin fee / account holder | $2,255 | $2,878-21.6% | $3,847-41.4% | $5,306-57.5% |