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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 | $73,887 | $89,364-17.3% | $141,177-47.7% | $72,983+1.2% |
| Participation rate | 23.4% | 75.1%-51.7pp | 82.5%-59.1pp | 69.5%-46.1pp |
| Annual return | 21.44% | 111.86%-90.4pp | 71.40%-50.0pp | 81.01%-59.6pp |
| Employer contribution / active EE | $565 | $3,115-81.9% | $4,736-88.1% | $2,440-76.9% |
| Participant deferral / active EE | $2,458 | $5,419-54.6% | $6,710-63.4% | $3,608-31.9% |
| Admin fee / account holder | $526 | $5,959-91.2% | $10,263-94.9% | $5,124-89.7% |