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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 | $48,987 | $107,733-54.5% | $92,985-47.3% | $154,746-68.3% |
| Participation rate | 36.4% | 74.6%-38.2pp | 69.5%-33.1pp | 80.7%-44.3pp |
| Annual return | 11.64% | 30.39%-18.8pp | 27.99%-16.4pp | 172.34%-160.7pp |
| Employer contribution / active EE | $471 | $3,126-84.9% | $2,662-82.3% | $4,379-89.2% |
| Participant deferral / active EE | $1,506 | $5,053-70.2% | $4,377-65.6% | $6,730-77.6% |
| Admin fee / account holder | $997 | $11,369-91.2% | $9,463-89.5% | $14,365-93.1% |