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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 | $73,704 | $106,247-30.6% | $96,515-23.6% | $139,466-47.2% |
| Participation rate | 25.0% | 77.8%-52.8pp | 74.3%-49.3pp | 80.3%-55.3pp |
| Annual return | 22.74% | 38.47%-15.7pp | 35.73%-13.0pp | 373.66%-350.9pp |
| Employer contribution / active EE | $179 | $4,106-95.7% | $3,740-95.2% | $4,754-96.2% |
| Participant deferral / active EE | $1,785 | $5,456-67.3% | $4,880-63.4% | $6,712-73.4% |
| Admin fee / account holder | $395 | $7,885-95.0% | $6,735-94.1% | $11,409-96.5% |