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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 | $54,001 | $125,797-57.1% | $170,028-68.2% | $75,181-28.2% |
| Participation rate | 58.2% | 83.6%-25.4pp | 87.0%-28.8pp | 67.2%-9.0pp |
| Annual return | 21.79% | 27.20%-5.4pp | 53.39%-31.6pp | 160.69%-138.9pp |
| Employer contribution / active EE | $1,366 | $4,616-70.4% | $6,788-79.9% | $2,671-48.8% |
| Participant deferral / active EE | $4,003 | $6,838-41.5% | $10,409-61.5% | $4,126-3.0% |
| Admin fee / account holder | $1,201 | $8,177-85.3% | $12,820-90.6% | $5,650-78.7% |