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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 | $117,829-61.3% | $102,423-55.4% | $145,877-68.7% |
| Participation rate | 18.8% | 78.6%-59.9pp | 76.5%-57.8pp | 80.3%-61.6pp |
| Annual return | 15.98% | 31.83%-15.9pp | 29.42%-13.4pp | 551.28%-535.3pp |
| Employer contribution / active EE | $761 | $3,615-79.0% | $3,023-74.8% | $4,663-83.7% |
| Participant deferral / active EE | $2,051 | $5,732-64.2% | $5,054-59.4% | $6,691-69.3% |
| Admin fee / account holder | $11,668 | $13,335-12.5% | $9,455+23.4% | $13,402-12.9% |