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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 | $63,247 | $98,776-36.0% | $149,745-57.8% | $79,856-20.8% |
| Participation rate | 48.5% | 75.8%-27.3pp | 82.5%-34.0pp | 69.6%-21.2pp |
| Annual return | 13.06% | 27.38%-14.3pp | 276.72%-263.7pp | 31.71%-18.7pp |
| Employer contribution / active EE | $196 | $3,217-93.9% | $4,646-95.8% | $2,471-92.1% |
| Participant deferral / active EE | $2,993 | $5,681-47.3% | $6,843-56.3% | $3,741-20.0% |
| Admin fee / account holder | $2,643 | $6,053-56.3% | $9,312-71.6% | $5,306-50.2% |