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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 | $70,041 | $152,619-54.1% | $125,195-44.1% | $152,909-54.2% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.5%-32.5pp |
| Annual return | 26.17% | 54.85%-28.7pp | 43.79%-17.6pp | 345.46%-319.3pp |
| Employer contribution / active EE | $673 | $4,947-86.4% | $3,866-82.6% | $4,764-85.9% |
| Participant deferral / active EE | $5,118 | $5,869-12.8% | $4,937+3.7% | $5,851-12.5% |
| Admin fee / account holder | $644 | $13,437-95.2% | $9,704-93.4% | $11,601-94.4% |