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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 | $88,922 | $211,288-57.9% | $178,540-50.2% | $145,884-39.0% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 20.05% | 30.27%-10.2pp | 27.15%-7.1pp | 551.85%-531.8pp |
| Employer contribution / active EE | $140 | $4,574-96.9% | $3,953-96.5% | $4,662-97.0% |
| Participant deferral / active EE | $1,606 | $6,967-77.0% | $6,281-74.4% | $6,690-76.0% |
| Admin fee / account holder | $1,467 | $12,105-87.9% | $10,424-85.9% | $13,392-89.0% |