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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 | $61,494 | $112,729-45.5% | $98,716-37.7% | $137,256-55.2% |
| Participation rate | 17.6% | 74.2%-56.6pp | 69.3%-51.6pp | 80.0%-62.3pp |
| Annual return | 20.99% | 38.48%-17.5pp | 31.81%-10.8pp | 220.34%-199.4pp |
| Employer contribution / active EE | $445 | $2,725-83.7% | $2,279-80.5% | $4,156-89.3% |
| Participant deferral / active EE | $1,707 | $4,640-63.2% | $4,048-57.8% | $6,407-73.4% |
| Admin fee / account holder | $1,848 | $10,129-81.8% | $8,703-78.8% | $12,270-84.9% |