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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 | $56,804 | $125,797-54.8% | $170,043-66.6% | $75,173-24.4% |
| Participation rate | 60.0% | 83.6%-23.6pp | 87.0%-27.0pp | 67.2%-7.2pp |
| Annual return | 20.87% | 27.20%-6.3pp | 53.40%-32.5pp | 160.72%-139.8pp |
| Employer contribution / active EE | $1,176 | $4,616-74.5% | $6,790-82.7% | $2,671-56.0% |
| Participant deferral / active EE | $3,711 | $6,838-45.7% | $10,410-64.4% | $4,126-10.1% |
| Admin fee / account holder | $5,318 | $8,177-35.0% | $12,824-58.5% | $5,651-5.9% |