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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 | $48,939 | $138,386-64.6% | $184,260-73.4% | $80,935-39.5% |
| Participation rate | 60.6% | 83.9%-23.3pp | 86.8%-26.3pp | 67.7%-7.1pp |
| Annual return | 12.14% | 20.02%-7.9pp | 28.84%-16.7pp | 35.66%-23.5pp |
| Employer contribution / active EE | $1,287 | $4,851-73.5% | $6,427-80.0% | $2,757-53.3% |
| Participant deferral / active EE | $4,740 | $7,076-33.0% | $9,133-48.1% | $4,299+10.3% |
| Admin fee / account holder | $4,839 | $10,489-53.9% | $13,898-65.2% | $6,924-30.1% |