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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 | $67,676 | $118,869-43.1% | $96,575-29.9% | $167,518-59.6% |
| Participation rate | 68.2% | 75.5%-7.3pp | 69.8%-1.6pp | 82.1%-13.9pp |
| Annual return | 24.15% | 50.49%-26.3pp | 37.79%-13.6pp | 478.71%-454.6pp |
| Employer contribution / active EE | $410 | $3,120-86.9% | $2,357-82.6% | $4,838-91.5% |
| Participant deferral / active EE | $2,730 | $4,616-40.9% | $3,849-29.1% | $6,342-57.0% |
| Admin fee / account holder | $598 | $8,067-92.6% | $6,182-90.3% | $12,312-95.1% |