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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 | $36,050 | $73,978-51.3% | $96,515-62.6% | $75,173-52.0% |
| Participation rate | 37.1% | 66.4%-29.3pp | 74.3%-37.2pp | 67.2%-30.1pp |
| Annual return | 18.33% | 26.72%-8.4pp | 35.73%-17.4pp | 160.72%-142.4pp |
| Employer contribution / active EE | $644 | $2,931-78.0% | $3,740-82.8% | $2,671-75.9% |
| Participant deferral / active EE | $4,958 | $3,660+35.5% | $4,880+1.6% | $4,126+20.2% |
| Admin fee / account holder | $2,497 | $5,219-52.2% | $6,735-62.9% | $5,651-55.8% |