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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 | $47,099 | $38,967+20.9% | $86,233-45.4% | $79,634-40.9% |
| Participation rate | 7.9% | 34.1%-26.1pp | 69.0%-61.1pp | 62.5%-54.5pp |
| Annual return | 16.53% | 49.90%-33.4pp | 61.39%-44.9pp | 36.46%-19.9pp |
| Employer contribution / active EE | $10 | $868-98.9% | $2,504-99.6% | $2,529-99.6% |
| Participant deferral / active EE | $544 | $1,663-67.3% | $4,559-88.1% | $3,835-85.8% |
| Admin fee / account holder | $2,262 | $2,660-15.0% | $8,342-72.9% | $1,002+125.8% |