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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 | $46,537 | $80,992-42.5% | $96,534-51.8% | $75,173-38.1% |
| Participation rate | 53.8% | 71.8%-17.9pp | 76.0%-22.1pp | 67.2%-13.4pp |
| Annual return | 17.25% | 27.05%-9.8pp | 25.88%-8.6pp | 160.72%-143.5pp |
| Employer contribution / active EE | $615 | $2,283-73.1% | $2,965-79.3% | $2,671-77.0% |
| Participant deferral / active EE | $2,826 | $3,929-28.1% | $4,851-41.7% | $4,126-31.5% |
| Admin fee / account holder | $3,407 | $6,717-49.3% | $8,253-58.7% | $5,651-39.7% |