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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 | $47,468 | $67,602-29.8% | $82,312-42.3% | $70,126-32.3% |
| Participation rate | 42.3% | 72.8%-30.5pp | 76.9%-34.6pp | 69.5%-27.2pp |
| Annual return | 17.96% | 21.57%-3.6pp | 25.88%-7.9pp | 73.15%-55.2pp |
| Employer contribution / active EE | $244 | $1,755-86.1% | $2,428-89.9% | $2,343-89.6% |
| Participant deferral / active EE | $1,418 | $2,987-52.5% | $3,706-61.7% | $3,332-57.4% |
| Admin fee / account holder | $712 | $4,512-84.2% | $5,608-87.3% | $4,645-84.7% |