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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 | $47,834 | $51,631-7.4% | $129,397-63.0% | $80,925-40.9% |
| Participation rate | 31.0% | 56.9%-26.0pp | 69.6%-38.7pp | 67.7%-36.7pp |
| Annual return | 11.56% | 20.77%-9.2pp | 9453.98%-9442.4pp | 35.65%-24.1pp |
| Employer contribution / active EE | $193 | $1,583-87.8% | $4,154-95.4% | $2,756-93.0% |
| Participant deferral / active EE | $2,207 | $2,670-17.3% | $4,167-47.0% | $4,299-48.7% |
| Admin fee / account holder | $828 | $4,309-80.8% | $7,679-89.2% | $6,940-88.1% |