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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 | $51,952 | $49,249+5.5% | $70,476-26.3% | $79,852-34.9% |
| Participation rate | 33.3% | 69.2%-35.8pp | 75.1%-41.7pp | 69.6%-36.3pp |
| Annual return | 14.20% | 30.09%-15.9pp | 109.12%-94.9pp | 31.72%-17.5pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $960 | $2,769-65.3% | $3,710-74.1% | $3,740-74.3% |
| Admin fee / account holder | $583 | $2,878-79.8% | $3,847-84.9% | $5,306-89.0% |