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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 | $47,473 | $140,592-66.2% | $123,106-61.4% | $125,388-62.1% |
| Participation rate | 54.2% | 88.2%-34.0pp | 86.8%-32.6pp | 83.2%-29.0pp |
| Annual return | -1.08% | 16.80%-17.9pp | 13.22%-14.3pp | 282.24%-283.3pp |
| Employer contribution / active EE | $637 | $6,041-89.4% | $5,151-87.6% | $4,866-86.9% |
| Participant deferral / active EE | $3,187 | $6,980-54.3% | $6,229-48.8% | $5,352-40.4% |
| Admin fee / account holder | $787 | $11,198-93.0% | $9,015-91.3% | $9,541-91.8% |