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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 | $45,611 | $69,977-34.8% | $108,582-58.0% | $62,881-27.5% |
| Participation rate | 50.8% | 72.9%-22.1pp | 79.6%-28.8pp | 69.3%-18.5pp |
| Annual return | 7.14% | 10.73%-3.6pp | -51.70%+58.8pp | 20.14%-13.0pp |
| Employer contribution / active EE | $297 | $2,135-86.1% | $3,758-92.1% | $2,281-87.0% |
| Participant deferral / active EE | $1,694 | $3,165-46.5% | $4,311-60.7% | $3,203-47.1% |
| Admin fee / account holder | $1,492 | $5,076-70.6% | $7,645-80.5% | $4,296-65.3% |