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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 | $44,284 | $78,705-43.7% | $117,857-62.4% | $70,131-36.9% |
| Participation rate | 62.1% | 73.2%-11.1pp | 79.7%-17.6pp | 69.5%-7.4pp |
| Annual return | 12.89% | 23.30%-10.4pp | 335.09%-322.2pp | 73.14%-60.3pp |
| Employer contribution / active EE | $295 | $2,223-86.7% | $3,786-92.2% | $2,342-87.4% |
| Participant deferral / active EE | $2,959 | $3,297-10.3% | $4,482-34.0% | $3,332-11.2% |
| Admin fee / account holder | $4,975 | $5,065-1.8% | $8,020-38.0% | $4,645+7.1% |