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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 | $74,973 | $78,423-4.4% | $95,964-21.9% | $79,856-6.1% |
| Participation rate | 55.6% | 73.5%-17.9pp | 77.1%-21.5pp | 69.6%-14.1pp |
| Annual return | 13.77% | 19.37%-5.6pp | 91.64%-77.9pp | 31.71%-17.9pp |
| Employer contribution / active EE | $446 | $1,945-77.1% | $2,541-82.4% | $2,471-81.9% |
| Participant deferral / active EE | $2,848 | $3,440-17.2% | $4,167-31.6% | $3,741-23.8% |
| Admin fee / account holder | $2,633 | $5,622-53.2% | $6,797-61.3% | $5,306-50.4% |