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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 | $61,799 | $78,694-21.5% | $67,652-8.7% | $125,389-50.7% |
| Participation rate | 27.8% | 78.8%-51.0pp | 75.7%-47.9pp | 83.2%-55.4pp |
| Annual return | 4.01% | 9.46%-5.4pp | 6625.40%-6621.4pp | 282.24%-278.2pp |
| Employer contribution / active EE | $225 | $3,044-92.6% | $2,266-90.1% | $4,866-95.4% |
| Participant deferral / active EE | $1,279 | $4,292-70.2% | $3,560-64.1% | $5,352-76.1% |
| Admin fee / account holder | $2,783 | $7,403-62.4% | $4,821-42.3% | $9,541-70.8% |