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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 | $71,936 | $85,060-15.4% | $70,548+2.0% | $139,456-48.4% |
| Participation rate | 22.2% | 73.9%-51.7pp | 68.3%-46.1pp | 80.3%-58.1pp |
| Annual return | 16.66% | 30.38%-13.7pp | 32.78%-16.1pp | 373.45%-356.8pp |
| Employer contribution / active EE | $511 | $3,911-86.9% | $2,975-82.8% | $4,753-89.3% |
| Participant deferral / active EE | $1,966 | $5,890-66.6% | $4,567-57.0% | $6,711-70.7% |
| Admin fee / account holder | $1,323 | $8,925-85.2% | $6,424-79.4% | $11,407-88.4% |