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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 | $95,038 | $176,838-46.3% | $146,685-35.2% | $167,518-43.3% |
| Participation rate | 64.3% | 83.6%-19.3pp | 80.1%-15.8pp | 82.1%-17.8pp |
| Annual return | 11.04% | 24.04%-13.0pp | 22.75%-11.7pp | 478.71%-467.7pp |
| Employer contribution / active EE | $764 | $5,161-85.2% | $4,137-81.5% | $4,838-84.2% |
| Participant deferral / active EE | $5,866 | $6,441-8.9% | $5,507+6.5% | $6,342-7.5% |
| Admin fee / account holder | $2,057 | $13,262-84.5% | $10,281-80.0% | $12,312-83.3% |