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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 | $54,947 | $103,393-46.9% | $87,103-36.9% | $152,909-64.1% |
| Participation rate | 64.7% | 79.4%-14.6pp | 76.9%-12.2pp | 82.5%-17.7pp |
| Annual return | 20.00% | 28.10%-8.1pp | 28.19%-8.2pp | 345.46%-325.5pp |
| Employer contribution / active EE | $536 | $3,221-83.4% | $2,521-78.8% | $4,764-88.8% |
| Participant deferral / active EE | $3,279 | $4,778-31.4% | $4,049-19.0% | $5,851-44.0% |
| Admin fee / account holder | $736 | $12,195-94.0% | $7,491-90.2% | $11,601-93.7% |