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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 | $53,364 | $56,063-4.8% | $76,051-29.8% | $80,911-34.0% |
| Participation rate | 46.3% | 62.0%-15.7pp | 69.1%-22.7pp | 67.6%-21.3pp |
| Annual return | 14.69% | 20.54%-5.9pp | 360.42%-345.7pp | 35.63%-20.9pp |
| Employer contribution / active EE | $348 | $1,874-81.4% | $2,690-87.1% | $2,756-87.4% |
| Participant deferral / active EE | $2,040 | $3,052-33.2% | $4,257-52.1% | $4,297-52.5% |
| Admin fee / account holder | $3,207 | $5,240-38.8% | $6,416-50.0% | $6,935-53.8% |