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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 | $50,245 | $89,367-43.8% | $141,191-64.4% | $72,975-31.1% |
| Participation rate | 56.9% | 75.1%-18.2pp | 82.5%-25.6pp | 69.5%-12.6pp |
| Annual return | 23.19% | 111.87%-88.7pp | 71.41%-48.2pp | 81.01%-57.8pp |
| Employer contribution / active EE | $449 | $3,115-85.6% | $4,736-90.5% | $2,440-81.6% |
| Participant deferral / active EE | $6,245 | $5,419+15.3% | $6,710-6.9% | $3,608+73.1% |
| Admin fee / account holder | $1,924 | $5,957-67.7% | $10,264-81.3% | $5,124-62.4% |