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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 | $56,115 | $91,559-38.7% | $133,978-58.1% | $79,856-29.7% |
| Participation rate | 60.7% | 73.3%-12.6pp | 79.8%-19.1pp | 69.6%-8.9pp |
| Annual return | 10.18% | 61.85%-51.7pp | 45.10%-34.9pp | 31.71%-21.5pp |
| Employer contribution / active EE | $381 | $2,384-84.0% | $3,919-90.3% | $2,471-84.6% |
| Participant deferral / active EE | $4,329 | $3,734+15.9% | $5,047-14.2% | $3,741+15.7% |
| Admin fee / account holder | $1,425 | $6,321-77.5% | $8,930-84.0% | $5,306-73.2% |