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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 | $51,235 | $72,269-29.1% | $101,271-49.4% | $79,852-35.8% |
| Participation rate | 56.5% | 68.5%-11.9pp | 75.8%-19.3pp | 69.6%-13.1pp |
| Annual return | 17.49% | 22.29%-4.8pp | 46.48%-29.0pp | 31.72%-14.2pp |
| Employer contribution / active EE | $450 | $2,692-83.3% | $3,660-87.7% | $2,471-81.8% |
| Participant deferral / active EE | $1,867 | $3,282-43.1% | $4,371-57.3% | $3,740-50.1% |
| Admin fee / account holder | $1,445 | $4,401-67.2% | $5,948-75.7% | $5,306-72.8% |