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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 | $75,448 | $94,031-19.8% | $115,768-34.8% | $82,448-8.5% |
| Participation rate | 47.7% | 70.4%-22.7pp | 74.4%-26.7pp | 68.1%-20.4pp |
| Annual return | 16.70% | 20.61%-3.9pp | 100.46%-83.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $592 | $2,323-74.5% | $2,940-79.8% | $2,551-76.8% |
| Participant deferral / active EE | $2,039 | $3,972-48.7% | $4,917-58.5% | $4,139-50.7% |
| Admin fee / account holder | $2,717 | $10,249-73.5% | $12,439-78.2% | $7,234-62.4% |