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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 | $57,366 | $77,638-26.1% | $156,551-63.4% | $62,881-8.8% |
| Participation rate | 51.9% | 71.2%-19.3pp | 84.0%-32.2pp | 69.3%-17.5pp |
| Annual return | 6.45% | 50.33%-43.9pp | 32.23%-25.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $278 | $3,444-91.9% | $5,501-94.9% | $2,281-87.8% |
| Participant deferral / active EE | $2,280 | $3,046-25.1% | $4,871-53.2% | $3,203-28.8% |
| Admin fee / account holder | $4,279 | $5,561-23.1% | $13,028-67.2% | $4,296-0.4% |