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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 | $44,746 | $149,679-70.1% | $117,039-61.8% | $147,586-69.7% |
| Participation rate | 59.1% | 83.5%-24.4pp | 77.2%-18.1pp | 82.8%-23.7pp |
| Annual return | 19.64% | 19.31%+0.3pp | 18.95%+0.7pp | 578.59%-559.0pp |
| Employer contribution / active EE | $803 | $4,937-83.7% | $3,785-78.8% | $4,876-83.5% |
| Participant deferral / active EE | $1,758 | $4,912-64.2% | $3,929-55.3% | $5,439-67.7% |
| Admin fee / account holder | $2,454 | $7,856-68.8% | $5,974-58.9% | $10,886-77.5% |