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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 | $58,770 | $66,431-11.5% | $109,916-46.5% | $85,851-31.5% |
| Participation rate | 34.0% | 63.9%-29.9pp | 74.2%-40.2pp | 69.3%-35.3pp |
| Annual return | 17.31% | 19.59%-2.3pp | 29.46%-12.2pp | 318.63%-301.3pp |
| Employer contribution / active EE | $134 | $1,688-92.0% | $2,844-95.3% | $2,565-94.8% |
| Participant deferral / active EE | $1,772 | $2,844-37.7% | $4,047-56.2% | $3,952-55.2% |
| Admin fee / account holder | $1,382 | $4,559-69.7% | $6,069-77.2% | $6,261-77.9% |