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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 | $49,423 | $124,980-60.5% | $108,359-54.4% | $154,746-68.1% |
| Participation rate | 54.2% | 75.2%-21.0pp | 70.1%-16.0pp | 80.7%-26.5pp |
| Annual return | 16.64% | 45.00%-28.4pp | 36.89%-20.3pp | 172.34%-155.7pp |
| Employer contribution / active EE | $486 | $2,851-83.0% | $2,399-79.8% | $4,379-88.9% |
| Participant deferral / active EE | $2,302 | $4,743-51.5% | $4,137-44.3% | $6,730-65.8% |
| Admin fee / account holder | $5,559 | $11,502-51.7% | $9,741-42.9% | $14,365-61.3% |