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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 | $46,126 | $94,436-51.2% | $115,599-60.1% | $82,637-44.2% |
| Participation rate | 51.7% | 70.4%-18.7pp | 74.3%-22.6pp | 68.1%-16.3pp |
| Annual return | 17.59% | 18.37%-0.8pp | 111.10%-93.5pp | 53.51%-35.9pp |
| Employer contribution / active EE | $328 | $2,324-85.9% | $2,955-88.9% | $2,552-87.1% |
| Participant deferral / active EE | $2,270 | $3,955-42.6% | $4,889-53.6% | $4,126-45.0% |
| Admin fee / account holder | $8,938 | $10,328-13.5% | $12,841-30.4% | $7,339+21.8% |