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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 | $54,301 | $146,267-62.9% | $197,124-72.5% | $82,448-34.1% |
| Participation rate | 54.9% | 84.0%-29.1pp | 86.7%-31.8pp | 68.1%-13.1pp |
| Annual return | 20.78% | 29.61%-8.8pp | 44.34%-23.6pp | 41.64%-20.9pp |
| Employer contribution / active EE | $1,315 | $4,723-72.2% | $6,227-78.9% | $2,551-48.5% |
| Participant deferral / active EE | $5,057 | $7,035-28.1% | $9,135-44.6% | $4,139+22.2% |
| Admin fee / account holder | $6,559 | $14,422-54.5% | $16,298-59.8% | $7,234-9.3% |