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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 | $49,276 | $101,950-51.7% | $125,529-60.7% | $86,983-43.4% |
| Participation rate | 32.6% | 70.2%-37.6pp | 74.7%-42.2pp | 69.5%-37.0pp |
| Annual return | 15.91% | 18.29%-2.4pp | 202.56%-186.6pp | 25.83%-9.9pp |
| Employer contribution / active EE | $175 | $2,358-92.6% | $3,058-94.3% | $2,584-93.2% |
| Participant deferral / active EE | $1,752 | $3,862-54.6% | $4,813-63.6% | $4,194-58.2% |
| Admin fee / account holder | $1,580 | $12,791-87.6% | $16,298-90.3% | $7,856-79.9% |