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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 | $65,140 | $102,638-36.5% | $81,982-20.5% | $158,982-59.0% |
| Participation rate | 60.9% | 75.5%-14.7pp | 69.3%-8.4pp | 82.0%-21.1pp |
| Annual return | 15.66% | 61.05%-45.4pp | 41.31%-25.7pp | 302.99%-287.3pp |
| Employer contribution / active EE | $367 | $3,241-88.7% | $2,498-85.3% | $4,763-92.3% |
| Participant deferral / active EE | $2,017 | $4,649-56.6% | $3,722-45.8% | $5,983-66.3% |
| Admin fee / account holder | $2,028 | $8,237-75.4% | $5,665-64.2% | $11,252-82.0% |