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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 | $80,777 | $93,345-13.5% | $119,126-32.2% | $87,485-7.7% |
| Participation rate | 63.3% | 68.7%-5.5pp | 75.8%-12.5pp | 68.9%-5.7pp |
| Annual return | 17.51% | 19.08%-1.6pp | 282.11%-264.6pp | 26.06%-8.5pp |
| Employer contribution / active EE | $382 | $3,172-87.9% | $4,034-90.5% | $2,596-85.3% |
| Participant deferral / active EE | $2,996 | $4,099-26.9% | $5,318-43.7% | $4,274-29.9% |
| Admin fee / account holder | $3,391 | $8,039-57.8% | $10,693-68.3% | $7,775-56.4% |