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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 | $78,923 | $88,672-11.0% | $105,223-25.0% | $82,448-4.3% |
| Participation rate | 52.0% | 67.9%-15.9pp | 75.0%-23.0pp | 68.1%-16.1pp |
| Annual return | 14.03% | 30.86%-16.8pp | 180.65%-166.6pp | 41.64%-27.6pp |
| Employer contribution / active EE | $272 | $3,048-91.1% | $3,689-92.6% | $2,551-89.3% |
| Participant deferral / active EE | $3,022 | $4,036-25.1% | $5,072-40.4% | $4,139-27.0% |
| Admin fee / account holder | $13,079 | $7,146+83.0% | $8,859+47.6% | $7,234+80.8% |