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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 | $62,039 | $91,198-32.0% | $178,503-65.2% | $79,856-22.3% |
| Participation rate | 36.8% | 69.2%-32.4pp | 81.9%-45.1pp | 69.6%-32.8pp |
| Annual return | 15.60% | 24.20%-8.6pp | 151.12%-135.5pp | 31.71%-16.1pp |
| Employer contribution / active EE | $301 | $3,257-90.8% | $5,011-94.0% | $2,471-87.8% |
| Participant deferral / active EE | $1,452 | $3,237-55.1% | $5,202-72.1% | $3,741-61.2% |
| Admin fee / account holder | $3,482 | $6,748-48.4% | $13,987-75.1% | $5,306-34.4% |