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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 | $60,962 | $101,763-40.1% | $164,866-63.0% | $80,874-24.6% |
| Participation rate | 53.4% | 71.8%-18.4pp | 78.6%-25.2pp | 67.6%-14.2pp |
| Annual return | 10.67% | 16.73%-6.1pp | 69.97%-59.3pp | 35.62%-24.9pp |
| Employer contribution / active EE | $582 | $2,954-80.3% | $4,343-86.6% | $2,756-78.9% |
| Participant deferral / active EE | $3,158 | $4,477-29.5% | $6,033-47.7% | $4,297-26.5% |
| Admin fee / account holder | $4,378 | $8,228-46.8% | $12,689-65.5% | $6,935-36.9% |