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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 | $62,756 | $93,057-32.6% | $153,500-59.1% | $80,925-22.5% |
| Participation rate | 56.0% | 69.0%-13.0pp | 77.1%-21.1pp | 67.7%-11.7pp |
| Annual return | 15.25% | 19.96%-4.7pp | 15.70%-0.5pp | 35.65%-20.4pp |
| Employer contribution / active EE | $914 | $3,507-73.9% | $5,039-81.9% | $2,756-66.8% |
| Participant deferral / active EE | $2,390 | $5,179-53.9% | $6,756-64.6% | $4,299-44.4% |
| Admin fee / account holder | $4,063 | $8,885-54.3% | $12,736-68.1% | $6,940-41.5% |