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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 | $77,238 | $87,733-12.0% | $106,555-27.5% | $85,847-10.0% |
| Participation rate | 58.6% | 71.9%-13.3pp | 76.1%-17.5pp | 69.3%-10.7pp |
| Annual return | 12.44% | 21.86%-9.4pp | 26.80%-14.4pp | 318.61%-306.2pp |
| Employer contribution / active EE | $254 | $2,073-87.7% | $2,819-91.0% | $2,565-90.1% |
| Participant deferral / active EE | $2,541 | $3,469-26.8% | $4,399-42.2% | $3,952-35.7% |
| Admin fee / account holder | $23,808 | $6,767+251.8% | $7,408+221.4% | $6,261+280.3% |