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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 | $54,247 | $55,889-2.9% | $76,119-28.7% | $80,935-33.0% |
| Participation rate | 51.2% | 62.1%-10.8pp | 69.1%-17.9pp | 67.7%-16.4pp |
| Annual return | 15.08% | 20.58%-5.5pp | 361.25%-346.2pp | 35.66%-20.6pp |
| Employer contribution / active EE | $230 | $1,866-87.7% | $2,693-91.5% | $2,757-91.7% |
| Participant deferral / active EE | $1,672 | $3,051-45.2% | $4,259-60.8% | $4,299-61.1% |
| Admin fee / account holder | $3,469 | $5,241-33.8% | $6,421-46.0% | $6,924-49.9% |