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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 | $61,619 | $93,346-34.0% | $71,796-14.2% | $273,972-77.5% |
| Participation rate | 53.3% | 76.5%-23.2pp | 69.1%-15.8pp | 83.0%-29.7pp |
| Annual return | 9.22% | 130.39%-121.2pp | 78.04%-68.8pp | 41.46%-32.2pp |
| Employer contribution / active EE | $134 | $2,733-95.1% | $1,924-93.1% | $4,869-97.3% |
| Participant deferral / active EE | $1,848 | $3,475-46.8% | $2,794-33.9% | $5,287-65.0% |
| Admin fee / account holder | $3,654 | $6,571-44.4% | $4,815-24.1% | $10,133-63.9% |