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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 | $62,497 | $97,125-35.7% | $86,233-27.5% | $137,256-54.5% |
| Participation rate | 10.0% | 74.2%-64.2pp | 69.0%-59.0pp | 80.0%-70.0pp |
| Annual return | 18.10% | 74.19%-56.1pp | 61.39%-43.3pp | 220.34%-202.2pp |
| Employer contribution / active EE | $56 | $2,841-98.0% | $2,504-97.8% | $4,156-98.7% |
| Participant deferral / active EE | $1,371 | $5,180-73.5% | $4,559-69.9% | $6,407-78.6% |
| Admin fee / account holder | $870 | $9,725-91.1% | $8,342-89.6% | $12,270-92.9% |