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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 | $53,289 | $65,034-18.1% | $90,970-41.4% | $79,856-33.3% |
| Participation rate | 33.3% | 61.6%-28.3pp | 69.0%-35.7pp | 69.6%-36.3pp |
| Annual return | 13.96% | 30.45%-16.5pp | 134.60%-120.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $117 | $1,247-90.6% | $2,122-94.5% | $2,471-95.3% |
| Participant deferral / active EE | $1,736 | $2,512-30.9% | $3,373-48.5% | $3,741-53.6% |
| Admin fee / account holder | $1,828 | $4,536-59.7% | $5,961-69.3% | $5,306-65.6% |