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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 | $77,191 | $211,946-63.6% | $169,452-54.4% | $135,380-43.0% |
| Participation rate | 52.9% | 82.6%-29.7pp | 77.8%-24.8pp | 82.6%-29.7pp |
| Annual return | 0.85% | 3.26%-2.4pp | 1.83%-1.0pp | 519.81%-519.0pp |
| Employer contribution / active EE | $235 | $5,117-95.4% | $4,157-94.3% | $4,779-95.1% |
| Participant deferral / active EE | $3,210 | $6,075-47.2% | $5,277-39.2% | $5,609-42.8% |
| Admin fee / account holder | $2,666 | $11,472-76.8% | $9,110-70.7% | $10,828-75.4% |