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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 | $56,797 | $53,128+6.9% | $86,582-34.4% | $70,126-19.0% |
| Participation rate | 38.9% | 65.3%-26.4pp | 73.5%-34.7pp | 69.5%-30.7pp |
| Annual return | 17.80% | 27.66%-9.9pp | 965.08%-947.3pp | 73.15%-55.4pp |
| Employer contribution / active EE | $12 | $2,068-99.4% | $2,839-99.6% | $2,343-99.5% |
| Participant deferral / active EE | $1,309 | $2,695-51.4% | $3,609-63.7% | $3,332-60.7% |
| Admin fee / account holder | $4,225 | $3,584+17.9% | $4,904-13.9% | $4,645-9.1% |