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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 | $70,013 | $162,821-57.0% | $133,978-47.7% | $158,982-56.0% |
| Participation rate | 31.6% | 83.2%-51.6pp | 79.8%-48.3pp | 82.0%-50.4pp |
| Annual return | 14.59% | 41.95%-27.4pp | 45.10%-30.5pp | 302.99%-288.4pp |
| Employer contribution / active EE | $235 | $4,976-95.3% | $3,919-94.0% | $4,763-95.1% |
| Participant deferral / active EE | $3,736 | $5,910-36.8% | $5,047-26.0% | $5,983-37.6% |
| Admin fee / account holder | $15,118 | $11,742+28.8% | $8,930+69.3% | $11,252+34.4% |