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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 | $101,950-42.7% | $125,529-53.4% | $86,983-32.8% |
| Participation rate | 51.2% | 70.2%-19.0pp | 74.7%-23.6pp | 69.5%-18.4pp |
| Annual return | 16.37% | 18.29%-1.9pp | 202.56%-186.2pp | 25.83%-9.5pp |
| Employer contribution / active EE | $222 | $2,358-90.6% | $3,058-92.7% | $2,584-91.4% |
| Participant deferral / active EE | $2,364 | $3,862-38.8% | $4,813-50.9% | $4,194-43.6% |
| Admin fee / account holder | $5,357 | $12,791-58.1% | $16,298-67.1% | $7,856-31.8% |