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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 | $58,437 | $97,648-40.2% | $121,663-52.0% | $87,485-33.2% |
| Participation rate | 51.2% | 70.5%-19.3pp | 74.5%-23.3pp | 68.9%-17.8pp |
| Annual return | 16.37% | 18.03%-1.7pp | 147.54%-131.2pp | 26.06%-9.7pp |
| Employer contribution / active EE | $222 | $2,300-90.3% | $3,020-92.6% | $2,596-91.4% |
| Participant deferral / active EE | $2,364 | $3,923-39.8% | $4,887-51.6% | $4,274-44.7% |
| Admin fee / account holder | $5,357 | $11,100-51.7% | $14,289-62.5% | $7,775-31.1% |