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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 | $39,682 | $72,273-45.1% | $101,275-60.8% | $79,856-50.3% |
| Participation rate | 51.0% | 68.5%-17.4pp | 75.8%-24.8pp | 69.6%-18.6pp |
| Annual return | 21.46% | 22.30%-0.8pp | 46.48%-25.0pp | 31.71%-10.3pp |
| Employer contribution / active EE | $402 | $2,691-85.1% | $3,660-89.0% | $2,471-83.7% |
| Participant deferral / active EE | $5,517 | $3,282+68.1% | $4,371+26.2% | $3,741+47.5% |
| Admin fee / account holder | $605 | $4,401-86.3% | $5,948-89.8% | $5,306-88.6% |