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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 | $45,284 | $86,288-47.5% | $111,306-59.3% | $85,851-47.3% |
| Participation rate | 15.4% | 73.3%-58.0pp | 77.3%-61.9pp | 69.3%-53.9pp |
| Annual return | 13.03% | 19.99%-7.0pp | 54.67%-41.6pp | 318.63%-305.6pp |
| Employer contribution / active EE | $418 | $2,044-79.5% | $2,732-84.7% | $2,565-83.7% |
| Participant deferral / active EE | $2,443 | $3,641-32.9% | $4,488-45.6% | $3,952-38.2% |
| Admin fee / account holder | $2,142 | $8,189-73.8% | $7,966-73.1% | $6,261-65.8% |