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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 | $62,554 | $91,559-31.7% | $133,971-53.3% | $79,852-21.7% |
| Participation rate | 54.8% | 73.3%-18.5pp | 79.8%-25.0pp | 69.6%-14.8pp |
| Annual return | 13.64% | 61.85%-48.2pp | 45.09%-31.5pp | 31.72%-18.1pp |
| Employer contribution / active EE | $23 | $2,384-99.0% | $3,919-99.4% | $2,471-99.1% |
| Participant deferral / active EE | $2,131 | $3,734-42.9% | $5,047-57.8% | $3,740-43.0% |
| Admin fee / account holder | $4,201 | $6,321-33.5% | $8,929-52.9% | $5,306-20.8% |