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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 | $61,975 | $78,682-21.2% | $109,188-43.2% | $85,851-27.8% |
| Participation rate | 46.5% | 68.3%-21.8pp | 75.9%-29.4pp | 69.3%-22.8pp |
| Annual return | 13.05% | 25.09%-12.0pp | 25.76%-12.7pp | 318.63%-305.6pp |
| Employer contribution / active EE | $206 | $2,734-92.5% | $3,723-94.5% | $2,565-92.0% |
| Participant deferral / active EE | $1,479 | $3,468-57.3% | $4,654-68.2% | $3,952-62.6% |
| Admin fee / account holder | $5,550 | $5,470+1.5% | $6,755-17.8% | $6,261-11.4% |