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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 | $69,612 | $81,208-14.3% | $98,920-29.6% | $79,856-12.8% |
| Participation rate | 60.4% | 72.5%-12.1pp | 76.0%-15.7pp | 69.6%-9.3pp |
| Annual return | 20.29% | 60.99%-40.7pp | 196.47%-176.2pp | 31.71%-11.4pp |
| Employer contribution / active EE | $343 | $1,960-82.5% | $2,689-87.3% | $2,471-86.1% |
| Participant deferral / active EE | $1,537 | $3,265-52.9% | $4,245-63.8% | $3,741-58.9% |
| Admin fee / account holder | $1,011 | $6,013-83.2% | $6,643-84.8% | $5,306-80.9% |