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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 | $52,321 | $78,670-33.5% | $109,173-52.1% | $85,847-39.1% |
| Participation rate | 51.9% | 68.3%-16.4pp | 75.9%-24.0pp | 69.3%-17.4pp |
| Annual return | 16.05% | 25.09%-9.0pp | 25.75%-9.7pp | 318.61%-302.6pp |
| Employer contribution / active EE | $374 | $2,734-86.3% | $3,723-90.0% | $2,565-85.4% |
| Participant deferral / active EE | $5,029 | $3,467+45.0% | $4,654+8.1% | $3,952+27.2% |
| Admin fee / account holder | $1,851 | $5,469-66.2% | $6,755-72.6% | $6,261-70.4% |