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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 | $65,317 | $47,944+36.2% | $67,834-3.7% | $62,881+3.9% |
| Participation rate | 34.4% | 61.1%-26.7pp | 68.8%-34.4pp | 69.3%-34.9pp |
| Annual return | 4.83% | 11.77%-6.9pp | 138.47%-133.6pp | 20.14%-15.3pp |
| Employer contribution / active EE | $220 | $1,562-85.9% | $2,403-90.8% | $2,281-90.3% |
| Participant deferral / active EE | $1,328 | $2,247-40.9% | $3,160-58.0% | $3,203-58.5% |
| Admin fee / account holder | $2,877 | $3,712-22.5% | $4,622-37.8% | $4,296-33.0% |