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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 | $63,401 | $142,972-55.7% | $214,702-70.5% | $86,983-27.1% |
| Participation rate | 60.0% | 84.9%-24.9pp | 87.5%-27.5pp | 69.5%-9.5pp |
| Annual return | 13.07% | 18.49%-5.4pp | 54.55%-41.5pp | 25.83%-12.8pp |
| Employer contribution / active EE | $1,289 | $4,635-72.2% | $6,461-80.1% | $2,584-50.1% |
| Participant deferral / active EE | $3,923 | $6,568-40.3% | $9,147-57.1% | $4,194-6.5% |
| Admin fee / account holder | $25,327 | $17,617+43.8% | $19,830+27.7% | $7,856+222.4% |