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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 | $47,723 | $63,346-24.7% | $92,240-48.3% | $70,126-31.9% |
| Participation rate | 59.3% | 68.7%-9.4pp | 76.5%-17.2pp | 69.5%-10.3pp |
| Annual return | 13.62% | 530.19%-516.6pp | 176.29%-162.7pp | 73.15%-59.5pp |
| Employer contribution / active EE | $245 | $2,471-90.1% | $3,680-93.3% | $2,343-89.5% |
| Participant deferral / active EE | $1,267 | $2,854-55.6% | $3,897-67.5% | $3,332-62.0% |
| Admin fee / account holder | $1,306 | $3,841-66.0% | $5,194-74.9% | $4,645-71.9% |