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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 | $53,171 | $67,602-21.3% | $82,312-35.4% | $70,126-24.2% |
| Participation rate | 33.7% | 72.8%-39.0pp | 76.9%-43.2pp | 69.5%-35.8pp |
| Annual return | 15.26% | 21.57%-6.3pp | 25.88%-10.6pp | 73.15%-57.9pp |
| Employer contribution / active EE | $256 | $1,755-85.4% | $2,428-89.4% | $2,343-89.1% |
| Participant deferral / active EE | $2,100 | $2,987-29.7% | $3,706-43.3% | $3,332-37.0% |
| Admin fee / account holder | $1,621 | $4,512-64.1% | $5,608-71.1% | $4,645-65.1% |