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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 | $91,086-36.6% | $203,872-71.7% | $86,983-33.6% |
| Participation rate | 33.3% | 65.8%-32.5pp | 77.8%-44.5pp | 69.5%-36.2pp |
| Annual return | 17.40% | 22.30%-4.9pp | 85.11%-67.7pp | 25.83%-8.4pp |
| Employer contribution / active EE | $58 | $2,063-97.2% | $3,757-98.5% | $2,584-97.8% |
| Participant deferral / active EE | $1,443 | $4,019-64.1% | $6,388-77.4% | $4,194-65.6% |
| Admin fee / account holder | $1,768 | $8,987-80.3% | $11,730-84.9% | $7,856-77.5% |