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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 | $56,066 | $105,198-46.7% | $159,455-64.8% | $85,856-34.7% |
| Participation rate | 61.7% | 75.8%-14.1pp | 82.8%-21.1pp | 69.3%-7.6pp |
| Annual return | 18.32% | 45.08%-26.8pp | 263.63%-245.3pp | 318.58%-300.3pp |
| Employer contribution / active EE | $453 | $3,319-86.3% | $4,830-90.6% | $2,565-82.3% |
| Participant deferral / active EE | $2,539 | $5,946-57.3% | $7,353-65.5% | $3,952-35.7% |
| Admin fee / account holder | $1,319 | $6,934-81.0% | $10,800-87.8% | $6,261-78.9% |