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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 | $64,448 | $76,407-15.7% | $150,298-57.1% | $82,448-21.8% |
| Participation rate | 61.1% | 66.4%-5.3pp | 77.8%-16.6pp | 68.1%-7.0pp |
| Annual return | 13.23% | 39.99%-26.8pp | 62.79%-49.6pp | 41.64%-28.4pp |
| Employer contribution / active EE | $56 | $2,614-97.9% | $4,154-98.7% | $2,551-97.8% |
| Participant deferral / active EE | $3,131 | $3,214-2.6% | $5,453-42.6% | $4,139-24.4% |
| Admin fee / account holder | $1,379 | $6,352-78.3% | $14,116-90.2% | $7,234-80.9% |