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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 | $48,460 | $89,367-45.8% | $141,191-65.7% | $72,975-33.6% |
| Participation rate | 66.7% | 75.1%-8.5pp | 82.5%-15.8pp | 69.5%-2.8pp |
| Annual return | 19.33% | 111.87%-92.5pp | 71.41%-52.1pp | 81.01%-61.7pp |
| Employer contribution / active EE | $104 | $3,115-96.7% | $4,736-97.8% | $2,440-95.8% |
| Participant deferral / active EE | $4,734 | $5,419-12.6% | $6,710-29.5% | $3,608+31.2% |
| Admin fee / account holder | $10,254 | $5,957+72.1% | $10,264-0.1% | $5,124+100.1% |