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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 | $49,418 | $53,128-7.0% | $86,582-42.9% | $70,126-29.5% |
| Participation rate | 51.9% | 65.3%-13.5pp | 73.5%-21.7pp | 69.5%-17.7pp |
| Annual return | 14.70% | 27.66%-13.0pp | 965.08%-950.4pp | 73.15%-58.5pp |
| Employer contribution / active EE | $98 | $2,068-95.3% | $2,839-96.6% | $2,343-95.8% |
| Participant deferral / active EE | $1,637 | $2,695-39.3% | $3,609-54.6% | $3,332-50.9% |
| Admin fee / account holder | $3,118 | $3,584-13.0% | $4,904-36.4% | $4,645-32.9% |