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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 | $58,631 | $61,755-5.1% | $97,161-39.7% | $80,911-27.5% |
| Participation rate | 30.8% | 63.5%-32.7pp | 72.7%-41.9pp | 67.6%-36.9pp |
| Annual return | 13.35% | -557.90%+571.3pp | 75.36%-62.0pp | 35.63%-22.3pp |
| Employer contribution / active EE | $344 | $1,835-81.2% | $2,723-87.4% | $2,756-87.5% |
| Participant deferral / active EE | $1,210 | $3,026-60.0% | $4,265-71.6% | $4,297-71.8% |
| Admin fee / account holder | $2,797 | $5,166-45.9% | $5,647-50.5% | $6,935-59.7% |