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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 | $60,823 | $101,752-40.2% | $164,928-63.1% | $80,911-24.8% |
| Participation rate | 47.6% | 71.8%-24.2pp | 78.6%-31.0pp | 67.6%-20.0pp |
| Annual return | 14.29% | 16.73%-2.4pp | 70.08%-55.8pp | 35.63%-21.3pp |
| Employer contribution / active EE | $608 | $2,953-79.4% | $4,343-86.0% | $2,756-77.9% |
| Participant deferral / active EE | $2,739 | $4,477-38.8% | $6,034-54.6% | $4,297-36.3% |
| Admin fee / account holder | $2,020 | $8,218-75.4% | $12,684-84.1% | $6,935-70.9% |