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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 | $57,747 | $84,953-32.0% | $163,379-64.7% | $82,637-30.1% |
| Participation rate | 33.3% | 65.9%-32.6pp | 76.8%-43.5pp | 68.1%-34.7pp |
| Annual return | 17.40% | 23.07%-5.7pp | 63.41%-46.0pp | 53.51%-36.1pp |
| Employer contribution / active EE | $58 | $2,183-97.4% | $3,752-98.5% | $2,552-97.7% |
| Participant deferral / active EE | $1,443 | $4,326-66.6% | $6,282-77.0% | $4,126-65.0% |
| Admin fee / account holder | $1,768 | $7,921-77.7% | $9,818-82.0% | $7,339-75.9% |