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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 | $30,766 | $93,345-67.0% | $119,126-74.2% | $87,485-64.8% |
| Participation rate | 48.2% | 68.7%-20.5pp | 75.8%-27.5pp | 68.9%-20.7pp |
| Annual return | 18.89% | 19.08%-0.2pp | 282.11%-263.2pp | 26.06%-7.2pp |
| Employer contribution / active EE | $199 | $3,172-93.7% | $4,034-95.1% | $2,596-92.3% |
| Participant deferral / active EE | $2,870 | $4,099-30.0% | $5,318-46.0% | $4,274-32.8% |
| Admin fee / account holder | $1,572 | $8,039-80.4% | $10,693-85.3% | $7,775-79.8% |