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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 | $51,335 | $93,345-45.0% | $119,126-56.9% | $87,485-41.3% |
| Participation rate | 36.8% | 68.7%-31.9pp | 75.8%-38.9pp | 68.9%-32.1pp |
| Annual return | 17.35% | 19.08%-1.7pp | 282.11%-264.8pp | 26.06%-8.7pp |
| Employer contribution / active EE | $245 | $3,172-92.3% | $4,034-93.9% | $2,596-90.6% |
| Participant deferral / active EE | $3,246 | $4,099-20.8% | $5,318-39.0% | $4,274-24.0% |
| Admin fee / account holder | $13,535 | $8,039+68.4% | $10,693+26.6% | $7,775+74.1% |