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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 | $69,868 | $157,296-55.6% | $141,191-50.5% | $152,897-54.3% |
| Participation rate | 53.8% | 84.8%-31.0pp | 82.5%-28.6pp | 82.5%-28.6pp |
| Annual return | 16.37% | 64.34%-48.0pp | 71.41%-55.0pp | 345.43%-329.1pp |
| Employer contribution / active EE | $588 | $5,262-88.8% | $4,736-87.6% | $4,764-87.7% |
| Participant deferral / active EE | $2,707 | $7,111-61.9% | $6,710-59.7% | $5,851-53.7% |
| Admin fee / account holder | $327 | $12,125-97.3% | $10,264-96.8% | $11,599-97.2% |