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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 | $66,606 | $91,179-27.0% | $178,499-62.7% | $79,852-16.6% |
| Participation rate | 14.9% | 69.2%-54.3pp | 81.9%-67.0pp | 69.6%-54.7pp |
| Annual return | 16.18% | 24.19%-8.0pp | 151.10%-134.9pp | 31.72%-15.5pp |
| Employer contribution / active EE | $346 | $3,256-89.4% | $5,011-93.1% | $2,471-86.0% |
| Participant deferral / active EE | $1,597 | $3,236-50.6% | $5,202-69.3% | $3,740-57.3% |
| Admin fee / account holder | $556 | $6,749-91.8% | $13,986-96.0% | $5,306-89.5% |