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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 | $52,205 | $80,763-35.4% | $102,412-49.0% | $74,459-29.9% |
| Participation rate | 45.7% | 65.7%-20.0pp | 74.5%-28.8pp | 67.2%-21.6pp |
| Annual return | 18.44% | 27.57%-9.1pp | 24.94%-6.5pp | 1369.70%-1351.3pp |
| Employer contribution / active EE | $762 | $3,160-75.9% | $3,870-80.3% | $2,626-71.0% |
| Participant deferral / active EE | $2,625 | $3,862-32.0% | $5,060-48.1% | $4,350-39.7% |
| Admin fee / account holder | $1,052 | $2,371-55.6% | $8,388-87.5% | $1,945-45.9% |