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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 | $30,525 | $48,364-36.9% | $71,796-57.5% | $62,881-51.5% |
| Participation rate | 38.2% | 60.6%-22.4pp | 69.1%-30.9pp | 69.3%-31.1pp |
| Annual return | 5.83% | 13.16%-7.3pp | 78.04%-72.2pp | 20.14%-14.3pp |
| Employer contribution / active EE | $162 | $1,042-84.5% | $1,924-91.6% | $2,281-92.9% |
| Participant deferral / active EE | $1,001 | $2,091-52.1% | $2,794-64.2% | $3,203-68.7% |
| Admin fee / account holder | $1,017 | $3,771-73.0% | $4,815-78.9% | $4,296-76.3% |