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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 | $60,387 | $91,559-34.0% | $133,978-54.9% | $79,856-24.4% |
| Participation rate | 55.9% | 73.3%-17.5pp | 79.8%-24.0pp | 69.6%-13.8pp |
| Annual return | 10.44% | 61.85%-51.4pp | 45.10%-34.7pp | 31.71%-21.3pp |
| Employer contribution / active EE | $548 | $2,384-77.0% | $3,919-86.0% | $2,471-77.8% |
| Participant deferral / active EE | $3,195 | $3,734-14.4% | $5,047-36.7% | $3,741-14.6% |
| Admin fee / account holder | $1,778 | $6,321-71.9% | $8,930-80.1% | $5,306-66.5% |