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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 | $59,537 | $94,436-37.0% | $115,599-48.5% | $82,637-28.0% |
| Participation rate | 56.7% | 70.4%-13.8pp | 74.3%-17.6pp | 68.1%-11.4pp |
| Annual return | 15.26% | 18.37%-3.1pp | 111.10%-95.8pp | 53.51%-38.2pp |
| Employer contribution / active EE | $302 | $2,324-87.0% | $2,955-89.8% | $2,552-88.2% |
| Participant deferral / active EE | $2,514 | $3,955-36.4% | $4,889-48.6% | $4,126-39.1% |
| Admin fee / account holder | $2,685 | $10,328-74.0% | $12,841-79.1% | $7,339-63.4% |