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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 | $47,689 | $98,240-51.5% | $82,312-42.1% | $147,586-67.7% |
| Participation rate | 68.8% | 79.7%-11.0pp | 76.9%-8.1pp | 82.8%-14.1pp |
| Annual return | 17.11% | 30.85%-13.7pp | 25.88%-8.8pp | 578.59%-561.5pp |
| Employer contribution / active EE | $478 | $3,192-85.0% | $2,428-80.3% | $4,876-90.2% |
| Participant deferral / active EE | $2,784 | $4,383-36.5% | $3,706-24.9% | $5,439-48.8% |
| Admin fee / account holder | $5,045 | $8,563-41.1% | $5,608-10.0% | $10,886-53.7% |