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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 | $76,542 | $117,846-35.0% | $102,434-25.3% | $145,884-47.5% |
| Participation rate | 47.1% | 78.6%-31.6pp | 76.5%-29.4pp | 80.3%-33.2pp |
| Annual return | 14.71% | 31.90%-17.2pp | 29.46%-14.7pp | 551.85%-537.1pp |
| Employer contribution / active EE | $405 | $3,615-88.8% | $3,023-86.6% | $4,662-91.3% |
| Participant deferral / active EE | $3,566 | $5,733-37.8% | $5,055-29.5% | $6,690-46.7% |
| Admin fee / account holder | $567 | $13,356-95.8% | $9,462-94.0% | $13,392-95.8% |