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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 | $49,630 | $77,788-36.2% | $119,126-58.3% | $64,728-23.3% |
| Participation rate | 26.0% | 69.4%-43.4pp | 75.8%-49.7pp | 57.9%-31.9pp |
| Annual return | 12.56% | 13.19%-0.6pp | 282.11%-269.5pp | 49.38%-36.8pp |
| Employer contribution / active EE | $338 | $4,031-91.6% | $4,034-91.6% | $2,243-84.9% |
| Participant deferral / active EE | $1,755 | $2,599-32.5% | $5,318-67.0% | $2,729-35.7% |
| Admin fee / account holder | $1,548 | $1,365+13.4% | $10,693-85.5% | $1,145+35.2% |