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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 | $80,332-15.5% | $107,187-36.7% | $64,097+5.9% |
| Participation rate | 19.8% | 54.4%-34.6pp | 75.0%-55.2pp | 55.2%-35.4pp |
| Annual return | 18.74% | 24.26%-5.5pp | 204.55%-185.8pp | 34.64%-15.9pp |
| Employer contribution / active EE | $551 | $2,501-78.0% | $3,782-85.4% | $1,891-70.9% |
| Participant deferral / active EE | $2,246 | $3,109-27.8% | $5,096-55.9% | $3,080-27.1% |
| Admin fee / account holder | $1,059 | $4,314-75.4% | $9,162-88.4% | $3,454-69.3% |