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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 | $141,230 | $228,352-38.2% | $185,827-24.0% | $158,950-11.1% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 29.02% | 40.81%-11.8pp | 35.96%-6.9pp | 302.91%-273.9pp |
| Employer contribution / active EE | $472 | $4,967-90.5% | $4,087-88.5% | $4,762-90.1% |
| Participant deferral / active EE | $3,582 | $6,416-44.2% | $5,633-36.4% | $5,983-40.1% |
| Admin fee / account holder | $4,232 | $11,867-64.3% | $9,502-55.5% | $11,248-62.4% |