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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 | $72,810 | $102,828-29.2% | $105,387-30.9% | $152,897-52.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.6%-15.9pp | 82.5%-15.8pp |
| Annual return | 15.23% | 20.85%-5.6pp | 26.82%-11.6pp | 345.43%-330.2pp |
| Employer contribution / active EE | $638 | $4,473-85.7% | $4,213-84.8% | $4,764-86.6% |
| Participant deferral / active EE | $3,116 | $5,465-43.0% | $5,502-43.4% | $5,851-46.7% |
| Admin fee / account holder | $1,263 | $8,683-85.5% | $6,559-80.7% | $11,599-89.1% |