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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 | $63,209 | $77,638-18.6% | $156,551-59.6% | $62,881+0.5% |
| Participation rate | 60.0% | 71.2%-11.2pp | 84.0%-24.0pp | 69.3%-9.3pp |
| Annual return | 4.70% | 50.33%-45.6pp | 32.23%-27.5pp | 20.14%-15.4pp |
| Employer contribution / active EE | $248 | $3,444-92.8% | $5,501-95.5% | $2,281-89.1% |
| Participant deferral / active EE | $2,146 | $3,046-29.5% | $4,871-55.9% | $3,203-33.0% |
| Admin fee / account holder | $542 | $5,561-90.3% | $13,028-95.8% | $4,296-87.4% |