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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 | $45,354 | $78,428-42.2% | $95,960-52.7% | $79,852-43.2% |
| Participation rate | 53.1% | 73.5%-20.4pp | 77.1%-24.0pp | 69.6%-16.5pp |
| Annual return | 11.33% | 19.37%-8.0pp | 91.63%-80.3pp | 31.72%-20.4pp |
| Employer contribution / active EE | $343 | $1,945-82.4% | $2,541-86.5% | $2,471-86.1% |
| Participant deferral / active EE | $2,735 | $3,440-20.5% | $4,167-34.4% | $3,740-26.9% |
| Admin fee / account holder | $1,987 | $5,622-64.7% | $6,797-70.8% | $5,306-62.6% |