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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 | $52,369 | $67,594-22.5% | $77,361-32.3% | $69,733-24.9% |
| Participation rate | 23.6% | 71.7%-48.1pp | 75.0%-51.4pp | 62.5%-38.9pp |
| Annual return | 11.07% | 19.20%-8.1pp | 1011.54%-1000.5pp | 15.22%-4.1pp |
| Employer contribution / active EE | $635 | $2,649-76.0% | $2,990-78.8% | $2,250-71.8% |
| Participant deferral / active EE | $1,446 | $3,401-57.5% | $3,911-63.0% | $3,054-52.7% |
| Admin fee / account holder | $2,547 | $1,159+119.7% | $5,894-56.8% | $3,102-17.9% |