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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 | $50,869 | $105,284-51.7% | $150,734-66.3% | $94,015-45.9% |
| Participation rate | 22.9% | 71.7%-48.9pp | 78.4%-55.6pp | 70.8%-48.0pp |
| Annual return | 16.53% | 15.67%+0.9pp | 600.81%-584.3pp | 17.84%-1.3pp |
| Employer contribution / active EE | $893 | $3,599-75.2% | $4,918-81.8% | $2,790-68.0% |
| Participant deferral / active EE | $2,320 | $4,274-45.7% | $5,610-58.6% | $4,249-45.4% |
| Admin fee / account holder | $2,317 | $9,839-76.5% | $14,905-84.5% | $8,951-74.1% |