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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 | $58,631 | $61,787-5.1% | $97,197-39.7% | $80,925-27.5% |
| Participation rate | 30.8% | 63.5%-32.7pp | 72.7%-41.9pp | 67.7%-36.9pp |
| Annual return | 13.35% | -558.16%+571.5pp | 75.47%-62.1pp | 35.65%-22.3pp |
| Employer contribution / active EE | $344 | $1,836-81.3% | $2,723-87.4% | $2,756-87.5% |
| Participant deferral / active EE | $1,210 | $3,027-60.0% | $4,263-71.6% | $4,299-71.9% |
| Admin fee / account holder | $2,797 | $5,170-45.9% | $5,637-50.4% | $6,940-59.7% |