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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 | $43,663 | $143,969-69.7% | $199,883-78.2% | $82,637-47.2% |
| Participation rate | 55.2% | 84.1%-29.0pp | 86.8%-31.6pp | 68.1%-12.9pp |
| Annual return | 17.32% | 25.67%-8.3pp | 43.81%-26.5pp | 53.51%-36.2pp |
| Employer contribution / active EE | $452 | $4,632-90.2% | $6,261-92.8% | $2,552-82.3% |
| Participant deferral / active EE | $3,596 | $6,937-48.2% | $9,138-60.7% | $4,126-12.9% |
| Admin fee / account holder | $1,727 | $14,597-88.2% | $17,268-90.0% | $7,339-76.5% |