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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 | $53,969 | $65,072-17.1% | $66,439-18.8% | $65,306-17.4% |
| Participation rate | 45.2% | 69.1%-23.8pp | 74.5%-29.3pp | 57.7%-12.5pp |
| Annual return | 11.51% | 21.50%-10.0pp | 757.66%-746.2pp | 21.94%-10.4pp |
| Employer contribution / active EE | $635 | $2,475-74.4% | $2,637-75.9% | $1,967-67.7% |
| Participant deferral / active EE | $1,510 | $3,234-53.3% | $3,876-61.0% | $2,959-49.0% |
| Admin fee / account holder | $7,309 | $1,323+452.4% | $6,173+18.4% | $3,480+110.1% |