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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 | $60,539 | $118,708-49.0% | $98,920-38.8% | $158,966-61.9% |
| Participation rate | 63.6% | 77.8%-14.2pp | 76.0%-12.4pp | 82.0%-18.3pp |
| Annual return | 15.83% | 372.49%-356.7pp | 196.47%-180.6pp | 302.95%-287.1pp |
| Employer contribution / active EE | $325 | $3,334-90.2% | $2,689-87.9% | $4,762-93.2% |
| Participant deferral / active EE | $1,301 | $5,089-74.4% | $4,245-69.3% | $5,983-78.3% |
| Admin fee / account holder | $336 | $10,134-96.7% | $6,643-94.9% | $11,250-97.0% |