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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 | $65,589 | $125,797-47.9% | $170,028-61.4% | $75,181-12.8% |
| Participation rate | 54.8% | 83.6%-28.8pp | 87.0%-32.2pp | 67.2%-12.4pp |
| Annual return | 19.78% | 27.20%-7.4pp | 53.39%-33.6pp | 160.69%-140.9pp |
| Employer contribution / active EE | $1,421 | $4,616-69.2% | $6,788-79.1% | $2,671-46.8% |
| Participant deferral / active EE | $3,208 | $6,838-53.1% | $10,409-69.2% | $4,126-22.3% |
| Admin fee / account holder | $1,718 | $8,177-79.0% | $12,820-86.6% | $5,650-69.6% |