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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 | $45,824 | $140,592-67.4% | $123,105-62.8% | $125,389-63.5% |
| Participation rate | 50.0% | 88.2%-38.2pp | 86.8%-36.8pp | 83.2%-33.2pp |
| Annual return | 0.82% | 16.80%-16.0pp | 13.22%-12.4pp | 282.24%-281.4pp |
| Employer contribution / active EE | $1,009 | $6,041-83.3% | $5,151-80.4% | $4,866-79.3% |
| Participant deferral / active EE | $3,452 | $6,980-50.5% | $6,229-44.6% | $5,352-35.5% |
| Admin fee / account holder | $9,722 | $11,198-13.2% | $9,014+7.9% | $9,541+1.9% |