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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 | $63,645 | $73,638-13.6% | $95,960-33.7% | $73,493-13.4% |
| Participation rate | 61.1% | 76.2%-15.0pp | 77.1%-16.0pp | 70.7%-9.6pp |
| Annual return | 12.61% | 16.78%-4.2pp | 91.63%-79.0pp | 28.51%-15.9pp |
| Employer contribution / active EE | $190 | $1,863-89.8% | $2,541-92.5% | $2,270-91.6% |
| Participant deferral / active EE | $2,033 | $3,617-43.8% | $4,167-51.2% | $3,740-45.6% |
| Admin fee / account holder | $15,636 | $482+3143.4% | $6,797+130.0% | $513+2947.5% |