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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 | $59,227 | $89,259-33.6% | $107,187-44.7% | $82,637-28.3% |
| Participation rate | 38.5% | 67.9%-29.5pp | 75.0%-36.6pp | 68.1%-29.6pp |
| Annual return | 17.46% | 21.02%-3.6pp | 204.55%-187.1pp | 53.51%-36.0pp |
| Employer contribution / active EE | $634 | $3,080-79.4% | $3,782-83.2% | $2,552-75.2% |
| Participant deferral / active EE | $2,733 | $4,037-32.3% | $5,096-46.4% | $4,126-33.8% |
| Admin fee / account holder | $1,247 | $7,381-83.1% | $9,162-86.4% | $7,339-83.0% |