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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 | $58,216 | $87,733-33.6% | $106,551-45.4% | $85,856-32.2% |
| Participation rate | 36.7% | 71.9%-35.3pp | 76.1%-39.5pp | 69.3%-32.7pp |
| Annual return | 11.50% | 21.86%-10.4pp | 26.80%-15.3pp | 318.58%-307.1pp |
| Employer contribution / active EE | $183 | $2,073-91.2% | $2,819-93.5% | $2,565-92.9% |
| Participant deferral / active EE | $2,180 | $3,469-37.2% | $4,398-50.4% | $3,952-44.8% |
| Admin fee / account holder | $9,404 | $6,767+39.0% | $7,408+26.9% | $6,261+50.2% |