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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 | $70,470 | $167,362-57.9% | $143,799-51.0% | $134,532-47.6% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | 10.68% | 0.47%+10.2pp | -0.04%+10.7pp | 418.27%-407.6pp |
| Employer contribution / active EE | $894 | $5,620-84.1% | $4,952-82.0% | $4,741-81.2% |
| Participant deferral / active EE | $4,431 | $6,447-31.3% | $5,638-21.4% | $6,401-30.8% |
| Admin fee / account holder | $486 | $18,094-97.3% | $14,677-96.7% | $11,429-95.7% |