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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 | $74,245 | $124,330-40.3% | $109,173-32.0% | $167,536-55.7% |
| Participation rate | 47.1% | 79.5%-32.4pp | 75.9%-28.8pp | 82.1%-35.1pp |
| Annual return | 20.25% | 26.04%-5.8pp | 25.75%-5.5pp | 478.82%-458.6pp |
| Employer contribution / active EE | $634 | $4,209-84.9% | $3,723-83.0% | $4,839-86.9% |
| Participant deferral / active EE | $2,537 | $5,256-51.7% | $4,654-45.5% | $6,342-60.0% |
| Admin fee / account holder | $345 | $7,974-95.7% | $6,755-94.9% | $12,315-97.2% |