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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 | $45,644 | $98,240-53.5% | $82,312-44.5% | $147,586-69.1% |
| Participation rate | 54.2% | 79.7%-25.6pp | 76.9%-22.7pp | 82.8%-28.7pp |
| Annual return | 16.00% | 30.85%-14.9pp | 25.88%-9.9pp | 578.59%-562.6pp |
| Employer contribution / active EE | $348 | $3,192-89.1% | $2,428-85.7% | $4,876-92.9% |
| Participant deferral / active EE | $2,592 | $4,383-40.9% | $3,706-30.1% | $5,439-52.3% |
| Admin fee / account holder | $2,017 | $8,563-76.4% | $5,608-64.0% | $10,886-81.5% |