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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 | $48,585 | $78,707-38.3% | $117,861-58.8% | $70,126-30.7% |
| Participation rate | 64.3% | 73.2%-8.9pp | 79.7%-15.4pp | 69.5%-5.3pp |
| Annual return | 13.41% | 23.30%-9.9pp | 335.11%-321.7pp | 73.15%-59.7pp |
| Employer contribution / active EE | $291 | $2,223-86.9% | $3,786-92.3% | $2,343-87.6% |
| Participant deferral / active EE | $2,954 | $3,297-10.4% | $4,482-34.1% | $3,332-11.3% |
| Admin fee / account holder | $586 | $5,066-88.4% | $8,021-92.7% | $4,645-87.4% |