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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 | $47,083 | $123,155-61.8% | $108,753-56.7% | $155,188-69.7% |
| Participation rate | 50.0% | 75.6%-25.6pp | 71.1%-21.1pp | 80.8%-30.8pp |
| Annual return | 13.02% | 44.73%-31.7pp | 37.47%-24.5pp | 148.84%-135.8pp |
| Employer contribution / active EE | $386 | $2,811-86.3% | $2,427-84.1% | $4,248-90.9% |
| Participant deferral / active EE | $2,395 | $4,623-48.2% | $4,115-41.8% | $6,531-63.3% |
| Admin fee / account holder | $12,275 | $12,126+1.2% | $10,320+19.0% | $14,480-15.2% |