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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 | $54,724 | $88,672-38.3% | $105,223-48.0% | $82,448-33.6% |
| Participation rate | 19.2% | 67.9%-48.7pp | 75.0%-55.8pp | 68.1%-48.8pp |
| Annual return | 18.76% | 30.86%-12.1pp | 180.65%-161.9pp | 41.64%-22.9pp |
| Employer contribution / active EE | $290 | $3,048-90.5% | $3,689-92.1% | $2,551-88.6% |
| Participant deferral / active EE | $1,944 | $4,036-51.8% | $5,072-61.7% | $4,139-53.0% |
| Admin fee / account holder | $6,015 | $7,146-15.8% | $8,859-32.1% | $7,234-16.8% |