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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 | $45,654 | $117,895-61.3% | $102,460-55.4% | $145,897-68.7% |
| Participation rate | 18.8% | 78.6%-59.9pp | 76.5%-57.8pp | 80.3%-61.6pp |
| Annual return | 15.98% | 31.92%-15.9pp | 29.47%-13.5pp | 552.29%-536.3pp |
| Employer contribution / active EE | $761 | $3,619-79.0% | $3,025-74.9% | $4,663-83.7% |
| Participant deferral / active EE | $2,051 | $5,736-64.2% | $5,056-59.4% | $6,689-69.3% |
| Admin fee / account holder | $11,668 | $13,353-12.6% | $9,460+23.3% | $13,390-12.9% |