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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 | $52,106 | $86,919-40.1% | $102,457-49.1% | $80,911-35.6% |
| Participation rate | 45.9% | 72.4%-26.4pp | 76.5%-30.5pp | 67.6%-21.7pp |
| Annual return | 16.73% | 18.90%-2.2pp | 29.41%-12.7pp | 35.63%-18.9pp |
| Employer contribution / active EE | $547 | $2,368-76.9% | $3,022-81.9% | $2,756-80.2% |
| Participant deferral / active EE | $1,867 | $4,119-54.7% | $5,054-63.1% | $4,297-56.6% |
| Admin fee / account holder | $384 | $8,049-95.2% | $9,451-95.9% | $6,935-94.5% |