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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 | $58,237 | $70,666-17.6% | $169,385-65.6% | $75,181-22.5% |
| Participation rate | 57.8% | 64.8%-7.0pp | 77.2%-19.3pp | 67.2%-9.4pp |
| Annual return | 14.01% | 36.37%-22.4pp | 405.82%-391.8pp | 160.69%-146.7pp |
| Employer contribution / active EE | $322 | $2,210-85.4% | $4,012-92.0% | $2,671-87.9% |
| Participant deferral / active EE | $1,745 | $4,308-59.5% | $6,221-72.0% | $4,126-57.7% |
| Admin fee / account holder | $1,073 | $5,402-80.1% | $9,011-88.1% | $5,650-81.0% |