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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 | $80,930 | $101,795-20.5% | $165,100-51.0% | $80,9590% |
| Participation rate | 55.8% | 71.8%-16.0pp | 78.6%-22.8pp | 67.7%-11.9pp |
| Annual return | 10.95% | 16.73%-5.8pp | 70.21%-59.3pp | 35.67%-24.7pp |
| Employer contribution / active EE | $695 | $2,954-76.5% | $4,348-84.0% | $2,757-74.8% |
| Participant deferral / active EE | $3,624 | $4,476-19.0% | $6,035-40.0% | $4,300-15.7% |
| Admin fee / account holder | $2,159 | $8,221-73.7% | $12,696-83.0% | $6,925-68.8% |