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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 | $33,578 | $101,798-67.0% | $165,071-79.7% | $80,935-58.5% |
| Participation rate | 52.0% | 71.8%-19.8pp | 78.6%-26.6pp | 67.7%-15.7pp |
| Annual return | 11.08% | 16.73%-5.6pp | 70.17%-59.1pp | 35.66%-24.6pp |
| Employer contribution / active EE | $678 | $2,954-77.0% | $4,347-84.4% | $2,757-75.4% |
| Participant deferral / active EE | $5,810 | $4,476+29.8% | $6,035-3.7% | $4,299+35.1% |
| Admin fee / account holder | $1,300 | $8,221-84.2% | $12,695-89.8% | $6,924-81.2% |