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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 | $55,907 | $78,682-28.9% | $109,188-48.8% | $85,851-34.9% |
| Participation rate | 38.6% | 68.3%-29.7pp | 75.9%-37.3pp | 69.3%-30.7pp |
| Annual return | 13.23% | 25.09%-11.9pp | 25.76%-12.5pp | 318.63%-305.4pp |
| Employer contribution / active EE | $291 | $2,734-89.3% | $3,723-92.2% | $2,565-88.6% |
| Participant deferral / active EE | $2,044 | $3,468-41.1% | $4,654-56.1% | $3,952-48.3% |
| Admin fee / account holder | $1,565 | $5,470-71.4% | $6,755-76.8% | $6,261-75.0% |