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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 | $75,684 | $91,037-16.9% | $71,671+5.6% | $147,586-48.7% |
| Participation rate | 45.8% | 76.1%-30.3pp | 68.7%-22.9pp | 82.8%-37.0pp |
| Annual return | 15.39% | 20.48%-5.1pp | 20.65%-5.3pp | 578.59%-563.2pp |
| Employer contribution / active EE | $285 | $3,327-91.4% | $2,460-88.4% | $4,876-94.1% |
| Participant deferral / active EE | $1,772 | $4,498-60.6% | $3,438-48.4% | $5,439-67.4% |
| Admin fee / account holder | $9,873 | $8,613+14.6% | $5,558+77.6% | $10,886-9.3% |