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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 | $80,867 | $110,337-26.7% | $102,383-21.0% | $145,877-44.6% |
| Participation rate | 20.0% | 77.9%-57.9pp | 74.5%-54.5pp | 80.3%-60.3pp |
| Annual return | 12.15% | 24.83%-12.7pp | 24.94%-12.8pp | 551.28%-539.1pp |
| Employer contribution / active EE | $600 | $4,216-85.8% | $3,870-84.5% | $4,663-87.1% |
| Participant deferral / active EE | $1,800 | $5,621-68.0% | $5,060-64.4% | $6,691-73.1% |
| Admin fee / account holder | $336 | $9,750-96.6% | $8,391-96.0% | $13,402-97.5% |