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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 | $30,099 | $77,638-61.2% | $156,551-80.8% | $62,881-52.1% |
| Participation rate | 28.3% | 71.2%-42.9pp | 84.0%-55.8pp | 69.3%-41.0pp |
| Annual return | 5.53% | 50.33%-44.8pp | 32.23%-26.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $277 | $3,444-91.9% | $5,501-95.0% | $2,281-87.8% |
| Participant deferral / active EE | $879 | $3,046-71.1% | $4,871-81.9% | $3,203-72.5% |
| Admin fee / account holder | $11,594 | $5,561+108.5% | $13,028-11.0% | $4,296+169.9% |