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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 | $52,458 | $118,496-55.7% | $98,461-46.7% | $139,466-62.4% |
| Participation rate | 29.4% | 77.5%-48.1pp | 75.2%-45.8pp | 80.3%-50.9pp |
| Annual return | 13.57% | 18.96%-5.4pp | 21.17%-7.6pp | 373.66%-360.1pp |
| Employer contribution / active EE | $270 | $3,611-92.5% | $3,049-91.2% | $4,754-94.3% |
| Participant deferral / active EE | $2,403 | $5,393-55.4% | $4,738-49.3% | $6,712-64.2% |
| Admin fee / account holder | $4,834 | $14,056-65.6% | $8,961-46.1% | $11,409-57.6% |