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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 | $46,195 | $81,334-43.2% | $113,397-59.3% | $64,097-27.9% |
| Participation rate | 50.9% | 65.6%-14.7pp | 76.5%-25.6pp | 55.2%-4.2pp |
| Annual return | 14.74% | 32.50%-17.8pp | 23.20%-8.5pp | 34.64%-19.9pp |
| Employer contribution / active EE | $398 | $2,077-80.8% | $2,977-86.6% | $1,891-79.0% |
| Participant deferral / active EE | $2,302 | $3,795-39.3% | $5,076-54.6% | $3,080-25.3% |
| Admin fee / account holder | $1,472 | $4,208-65.0% | $11,957-87.7% | $3,454-57.4% |