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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 | $69,032 | $149,778-53.9% | $118,946-42.0% | $158,950-56.6% |
| Participation rate | 50.0% | 82.1%-32.1pp | 75.4%-25.4pp | 82.0%-32.0pp |
| Annual return | 11.03% | 19.95%-8.9pp | 35.89%-24.9pp | 302.91%-291.9pp |
| Employer contribution / active EE | $750 | $4,117-81.8% | $3,263-77.0% | $4,762-84.3% |
| Participant deferral / active EE | $2,408 | $5,225-53.9% | $4,266-43.6% | $5,983-59.8% |
| Admin fee / account holder | $498 | $8,604-94.2% | $6,581-92.4% | $11,248-95.6% |