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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 | $51,376 | $55,437-7.3% | $155,534-67.0% | $74,459-31.0% |
| Participation rate | 34.2% | 61.9%-27.7pp | 78.2%-44.0pp | 67.2%-33.0pp |
| Annual return | 11.16% | 269.58%-258.4pp | 64.92%-53.8pp | 1369.70%-1358.5pp |
| Employer contribution / active EE | $208 | $2,266-90.8% | $4,675-95.5% | $2,626-92.1% |
| Participant deferral / active EE | $1,900 | $2,837-33.1% | $5,630-66.3% | $4,350-56.3% |
| Admin fee / account holder | $1,590 | $1,742-8.7% | $15,900-90.0% | $1,945-18.2% |