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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 | $57,439 | $78,690-27.0% | $161,489-64.4% | $87,485-34.3% |
| Participation rate | 20.0% | 67.5%-47.5pp | 78.7%-58.7pp | 68.9%-48.9pp |
| Annual return | 16.81% | 32.74%-15.9pp | 89.72%-72.9pp | 26.06%-9.2pp |
| Employer contribution / active EE | $333 | $2,588-87.1% | $4,268-92.2% | $2,596-87.2% |
| Participant deferral / active EE | $2,216 | $3,311-33.1% | $5,630-60.6% | $4,274-48.1% |
| Admin fee / account holder | $1,458 | $6,724-78.3% | $16,006-90.9% | $7,775-81.2% |