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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 | $76,384 | $157,296-51.4% | $141,191-45.9% | $152,897-50.0% |
| Participation rate | 47.8% | 84.8%-37.0pp | 82.5%-34.6pp | 82.5%-34.6pp |
| Annual return | 20.56% | 64.34%-43.8pp | 71.41%-50.9pp | 345.43%-324.9pp |
| Employer contribution / active EE | $835 | $5,262-84.1% | $4,736-82.4% | $4,764-82.5% |
| Participant deferral / active EE | $2,518 | $7,111-64.6% | $6,710-62.5% | $5,851-57.0% |
| Admin fee / account holder | $8,153 | $12,125-32.8% | $10,264-20.6% | $11,599-29.7% |