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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 | $79,430 | $152,592-47.9% | $125,180-36.5% | $152,885-48.0% |
| Participation rate | 40.0% | 83.3%-43.3pp | 79.8%-39.8pp | 82.5%-42.5pp |
| Annual return | 19.65% | 54.84%-35.2pp | 43.79%-24.1pp | 345.39%-325.7pp |
| Employer contribution / active EE | $669 | $4,947-86.5% | $3,866-82.7% | $4,763-86.0% |
| Participant deferral / active EE | $2,209 | $5,868-62.4% | $4,937-55.3% | $5,851-62.2% |
| Admin fee / account holder | $397 | $13,435-97.0% | $9,703-95.9% | $11,598-96.6% |