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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 | $72,361 | $106,918-32.3% | $84,021-13.9% | $152,897-52.7% |
| Participation rate | 61.5% | 75.2%-13.7pp | 69.0%-7.5pp | 82.5%-20.9pp |
| Annual return | 18.62% | 105.01%-86.4pp | 71.32%-52.7pp | 345.43%-326.8pp |
| Employer contribution / active EE | $192 | $2,735-93.0% | $1,984-90.3% | $4,764-96.0% |
| Participant deferral / active EE | $2,735 | $4,012-31.8% | $3,239-15.6% | $5,851-53.3% |
| Admin fee / account holder | $7,870 | $8,288-5.0% | $6,102+29.0% | $11,599-32.1% |