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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 | $83,166 | $61,125+36.1% | $94,057-11.6% | $87,485-4.9% |
| Participation rate | 32.6% | 64.1%-31.5pp | 73.3%-40.8pp | 68.9%-36.4pp |
| Annual return | 15.52% | 35.20%-19.7pp | 480.62%-465.1pp | 26.06%-10.5pp |
| Employer contribution / active EE | $188 | $2,136-91.2% | $2,933-93.6% | $2,596-92.8% |
| Participant deferral / active EE | $3,492 | $3,260+7.1% | $4,709-25.9% | $4,274-18.3% |
| Admin fee / account holder | $4,971 | $5,629-11.7% | $7,244-31.4% | $7,775-36.1% |