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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 | $56,942 | $126,661-55.0% | $113,397-49.8% | $138,895-59.0% |
| Participation rate | 31.8% | 79.4%-47.6pp | 76.5%-44.7pp | 79.9%-48.1pp |
| Annual return | 16.15% | 25.05%-8.9pp | 23.20%-7.1pp | 145.39%-129.2pp |
| Employer contribution / active EE | $796 | $3,456-77.0% | $2,977-73.3% | $4,194-81.0% |
| Participant deferral / active EE | $3,956 | $5,693-30.5% | $5,076-22.1% | $6,396-38.2% |
| Admin fee / account holder | $3,838 | $14,549-73.6% | $11,957-67.9% | $12,562-69.4% |