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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 | $54,344 | $81,276-33.1% | $155,574-65.1% | $80,925-32.8% |
| Participation rate | 47.2% | 66.2%-19.0pp | 78.2%-31.0pp | 67.7%-20.4pp |
| Annual return | 18.11% | 33.36%-15.3pp | 64.87%-46.8pp | 35.65%-17.5pp |
| Employer contribution / active EE | $303 | $3,103-90.2% | $4,676-93.5% | $2,756-89.0% |
| Participant deferral / active EE | $1,711 | $3,453-50.4% | $5,629-69.6% | $4,299-60.2% |
| Admin fee / account holder | $342 | $7,993-95.7% | $15,914-97.8% | $6,940-95.1% |