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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 | $39,571 | $117,829-66.4% | $102,423-61.4% | $145,877-72.9% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 14.20% | 31.83%-17.6pp | 29.42%-15.2pp | 551.28%-537.1pp |
| Employer contribution / active EE | $169 | $3,615-95.3% | $3,023-94.4% | $4,663-96.4% |
| Participant deferral / active EE | $2,515 | $5,732-56.1% | $5,054-50.2% | $6,691-62.4% |
| Admin fee / account holder | $4,650 | $13,335-65.1% | $9,455-50.8% | $13,402-65.3% |