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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 | $53,877 | $106,267-49.3% | $96,520-44.2% | $139,456-61.4% |
| Participation rate | 30.0% | 77.8%-47.8pp | 74.3%-44.3pp | 80.3%-50.3pp |
| Annual return | 24.30% | 38.45%-14.2pp | 35.72%-11.4pp | 373.45%-349.2pp |
| Employer contribution / active EE | $719 | $4,105-82.5% | $3,739-80.8% | $4,753-84.9% |
| Participant deferral / active EE | $3,362 | $5,454-38.4% | $4,879-31.1% | $6,711-49.9% |
| Admin fee / account holder | $590 | $7,882-92.5% | $6,733-91.2% | $11,407-94.8% |