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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 | $79,840 | $99,652-19.9% | $78,778+1.3% | $147,586-45.9% |
| Participation rate | 36.4% | 76.2%-39.9pp | 69.2%-32.8pp | 82.8%-46.5pp |
| Annual return | 16.34% | 47.28%-30.9pp | 35.62%-19.3pp | 578.59%-562.3pp |
| Employer contribution / active EE | $303 | $2,796-89.2% | $1,986-84.8% | $4,876-93.8% |
| Participant deferral / active EE | $1,211 | $3,664-66.9% | $2,958-59.1% | $5,439-77.7% |
| Admin fee / account holder | $4,215 | $7,155-41.1% | $5,134-17.9% | $10,886-61.3% |