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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 | $55,848 | $74,535-25.1% | $100,712-44.5% | $82,637-32.4% |
| Participation rate | 30.8% | 61.2%-30.4pp | 69.3%-38.5pp | 68.1%-37.3pp |
| Annual return | 12.50% | 18.92%-6.4pp | 33.27%-20.8pp | 53.51%-41.0pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,282 | $3,074-25.8% | $4,085-44.1% | $4,126-44.7% |
| Admin fee / account holder | $2,989 | $6,576-54.5% | $9,256-67.7% | $7,339-59.3% |