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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 | $44,670 | $148,629-69.9% | $135,982-67.2% | $139,487-68.0% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 18.39% | 79.33%-60.9pp | 68.32%-49.9pp | 373.84%-355.5pp |
| Employer contribution / active EE | $826 | $5,247-84.3% | $4,859-83.0% | $4,755-82.6% |
| Participant deferral / active EE | $6,245 | $8,102-22.9% | $7,760-19.5% | $6,713-7.0% |
| Admin fee / account holder | $3,284 | $12,406-73.5% | $10,767-69.5% | $11,407-71.2% |