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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 | $54,520 | $99,875-45.4% | $146,866-62.9% | $86,983-37.3% |
| Participation rate | 56.3% | 75.8%-19.6pp | 82.5%-26.3pp | 69.5%-13.3pp |
| Annual return | 17.17% | 28.10%-10.9pp | 102.85%-85.7pp | 25.83%-8.7pp |
| Employer contribution / active EE | $285 | $3,224-91.2% | $4,425-93.6% | $2,584-89.0% |
| Participant deferral / active EE | $2,339 | $6,322-63.0% | $7,759-69.9% | $4,194-44.2% |
| Admin fee / account holder | $5,567 | $7,838-29.0% | $13,620-59.1% | $7,856-29.1% |