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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 | $52,094 | $84,685-38.5% | $142,942-63.6% | $67,986-23.4% |
| Participation rate | 32.8% | 61.4%-28.6pp | 76.8%-44.1pp | 57.2%-24.4pp |
| Annual return | 17.47% | 35.89%-18.4pp | 113.70%-96.2pp | 31.67%-14.2pp |
| Employer contribution / active EE | $453 | $2,263-80.0% | $4,139-89.1% | $2,019-77.5% |
| Participant deferral / active EE | $1,450 | $3,832-62.2% | $7,128-79.7% | $3,358-56.8% |
| Admin fee / account holder | $2,506 | $3,229-22.4% | $12,475-79.9% | $3,203-21.8% |