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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 | $77,137 | $106,864-27.8% | $147,318-47.6% | $82,637-6.7% |
| Participation rate | 40.6% | 75.5%-34.9pp | 82.1%-41.4pp | 68.1%-27.4pp |
| Annual return | 15.07% | 27.49%-12.4pp | 70.43%-55.4pp | 53.51%-38.4pp |
| Employer contribution / active EE | $368 | $3,417-89.2% | $4,593-92.0% | $2,552-85.6% |
| Participant deferral / active EE | $2,504 | $6,496-61.4% | $7,906-68.3% | $4,126-39.3% |
| Admin fee / account holder | $4,576 | $8,415-45.6% | $13,708-66.6% | $7,339-37.6% |