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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 | $48,905 | $86,298-43.3% | $111,308-56.1% | $85,847-43.0% |
| Participation rate | 68.6% | 73.3%-4.7pp | 77.3%-8.7pp | 69.3%-0.7pp |
| Annual return | 11.77% | 19.99%-8.2pp | 54.67%-42.9pp | 318.61%-306.8pp |
| Employer contribution / active EE | $281 | $2,044-86.2% | $2,732-89.7% | $2,565-89.0% |
| Participant deferral / active EE | $2,205 | $3,641-39.4% | $4,487-50.9% | $3,952-44.2% |
| Admin fee / account holder | $7,496 | $8,189-8.5% | $7,965-5.9% | $6,261+19.7% |