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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 | $89,703 | $124,346-27.9% | $111,306-19.4% | $167,553-46.5% |
| Participation rate | 63.2% | 79.6%-16.5pp | 77.3%-14.2pp | 82.1%-19.0pp |
| Annual return | 15.81% | 37.46%-21.6pp | 54.67%-38.9pp | 478.89%-463.1pp |
| Employer contribution / active EE | $408 | $3,438-88.1% | $2,732-85.1% | $4,840-91.6% |
| Participant deferral / active EE | $3,549 | $5,182-31.5% | $4,488-20.9% | $6,343-44.0% |
| Admin fee / account holder | $757 | $10,623-92.9% | $7,966-90.5% | $12,316-93.9% |