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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 | $58,275 | $123,155-52.7% | $108,753-46.4% | $155,188-62.4% |
| Participation rate | 50.0% | 75.6%-25.6pp | 71.1%-21.1pp | 80.8%-30.8pp |
| Annual return | 11.35% | 44.73%-33.4pp | 37.47%-26.1pp | 148.84%-137.5pp |
| Employer contribution / active EE | $184 | $2,811-93.4% | $2,427-92.4% | $4,248-95.7% |
| Participant deferral / active EE | $4,556 | $4,623-1.5% | $4,115+10.7% | $6,531-30.2% |
| Admin fee / account holder | $65,946 | $12,126+443.8% | $10,320+539.0% | $14,480+355.4% |