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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 | $47,053 | $86,938-45.9% | $102,423-54.1% | $80,925-41.9% |
| Participation rate | 58.3% | 72.4%-14.0pp | 76.5%-18.2pp | 67.7%-9.3pp |
| Annual return | 55.87% | 18.89%+37.0pp | 29.42%+26.4pp | 35.65%+20.2pp |
| Employer contribution / active EE | $507 | $2,369-78.6% | $3,023-83.2% | $2,756-81.6% |
| Participant deferral / active EE | $2,983 | $4,120-27.6% | $5,054-41.0% | $4,299-30.6% |
| Admin fee / account holder | $1,342 | $8,053-83.3% | $9,455-85.8% | $6,940-80.7% |