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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 | $67,868 | $83,369-18.6% | $105,223-35.5% | $67,986-0.2% |
| Participation rate | 19.8% | 56.3%-36.5pp | 75.0%-55.2pp | 57.2%-37.4pp |
| Annual return | 18.74% | 24.64%-5.9pp | 180.65%-161.9pp | 31.67%-12.9pp |
| Employer contribution / active EE | $551 | $2,541-78.3% | $3,689-85.1% | $2,019-72.7% |
| Participant deferral / active EE | $2,246 | $3,295-31.8% | $5,072-55.7% | $3,358-33.1% |
| Admin fee / account holder | $1,059 | $4,073-74.0% | $8,859-88.0% | $3,203-66.9% |