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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 | $55,426 | $55,902-0.9% | $76,030-27.1% | $80,959-31.5% |
| Participation rate | 23.8% | 62.1%-38.3pp | 69.1%-45.3pp | 67.7%-43.9pp |
| Annual return | 14.80% | 20.59%-5.8pp | 361.54%-346.7pp | 35.67%-20.9pp |
| Employer contribution / active EE | $66 | $1,867-96.4% | $2,688-97.5% | $2,757-97.6% |
| Participant deferral / active EE | $1,104 | $3,051-63.8% | $4,257-74.1% | $4,300-74.3% |
| Admin fee / account holder | $1,773 | $5,239-66.2% | $6,421-72.4% | $6,925-74.4% |