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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 | $53,949 | $89,259-39.6% | $107,187-49.7% | $82,637-34.7% |
| Participation rate | 30.6% | 67.9%-37.3pp | 75.0%-44.4pp | 68.1%-37.4pp |
| Annual return | 15.54% | 21.02%-5.5pp | 204.55%-189.0pp | 53.51%-38.0pp |
| Employer contribution / active EE | $206 | $3,080-93.3% | $3,782-94.5% | $2,552-91.9% |
| Participant deferral / active EE | $1,713 | $4,037-57.6% | $5,096-66.4% | $4,126-58.5% |
| Admin fee / account holder | $1,331 | $7,381-82.0% | $9,162-85.5% | $7,339-81.9% |