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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 | $35,293 | $48,011-26.5% | $63,803-44.7% | $82,637-57.3% |
| Participation rate | 47.3% | 66.6%-19.3pp | 72.7%-25.4pp | 68.1%-20.8pp |
| Annual return | 16.48% | 19.84%-3.4pp | 543.72%-527.2pp | 53.51%-37.0pp |
| Employer contribution / active EE | $273 | $1,904-85.7% | $2,532-89.2% | $2,552-89.3% |
| Participant deferral / active EE | $2,401 | $2,846-15.6% | $3,843-37.5% | $4,126-41.8% |
| Admin fee / account holder | $1,645 | $3,873-57.5% | $5,196-68.3% | $7,339-77.6% |