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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 | $60,085 | $91,559-34.4% | $133,959-55.1% | $79,858-24.8% |
| Participation rate | 69.2% | 73.3%-4.1pp | 79.8%-10.6pp | 69.6%-0.4pp |
| Annual return | 16.11% | 61.85%-45.7pp | 45.09%-29.0pp | 31.72%-15.6pp |
| Employer contribution / active EE | $466 | $2,384-80.4% | $3,919-88.1% | $2,471-81.1% |
| Participant deferral / active EE | $2,212 | $3,734-40.8% | $5,047-56.2% | $3,740-40.9% |
| Admin fee / account holder | $5,460 | $6,321-13.6% | $8,928-38.8% | $5,306+2.9% |