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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 | $67,721 | $70,666-4.2% | $169,385-60.0% | $75,181-9.9% |
| Participation rate | 49.3% | 64.8%-15.5pp | 77.2%-27.8pp | 67.2%-17.9pp |
| Annual return | 15.92% | 36.37%-20.4pp | 405.82%-389.9pp | 160.69%-144.8pp |
| Employer contribution / active EE | $381 | $2,210-82.8% | $4,012-90.5% | $2,671-85.7% |
| Participant deferral / active EE | $4,666 | $4,308+8.3% | $6,221-25.0% | $4,126+13.1% |
| Admin fee / account holder | $570 | $5,402-89.4% | $9,011-93.7% | $5,650-89.9% |