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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 | $51,606-7.3% | $129,339-63.0% | $80,911-40.9% |
| Participation rate | 31.0% | 57.0%-26.0pp | 69.6%-38.7pp | 67.6%-36.7pp |
| Annual return | 11.56% | 20.76%-9.2pp | 9437.05%-9425.5pp | 35.63%-24.1pp |
| Employer contribution / active EE | $193 | $1,582-87.8% | $4,154-95.4% | $2,756-93.0% |
| Participant deferral / active EE | $2,207 | $2,669-17.3% | $4,170-47.1% | $4,297-48.6% |
| Admin fee / account holder | $828 | $4,310-80.8% | $7,668-89.2% | $6,935-88.1% |