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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 | $72,499 | $227,399-68.1% | $189,758-61.8% | $198,609-63.5% |
| Participation rate | 33.3% | 84.0%-50.7pp | 79.8%-46.5pp | 82.4%-49.0pp |
| Annual return | 13.54% | 61.03%-47.5pp | 52.62%-39.1pp | 202.70%-189.2pp |
| Employer contribution / active EE | $538 | $5,526-90.3% | $4,767-88.7% | $5,055-89.4% |
| Participant deferral / active EE | $4,003 | $6,837-41.4% | $5,856-31.6% | $6,977-42.6% |
| Admin fee / account holder | $518 | $25,162-97.9% | $20,388-97.5% | $19,030-97.3% |