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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 | $58,900 | $166,089-64.5% | $164,928-64.3% | $145,978-59.7% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | 29.35% | 100.26%-70.9pp | 70.08%-40.7pp | 550.52%-521.2pp |
| Employer contribution / active EE | $737 | $5,276-86.0% | $4,343-83.0% | $4,662-84.2% |
| Participant deferral / active EE | $4,198 | $6,961-39.7% | $6,034-30.4% | $6,690-37.3% |
| Admin fee / account holder | $1,269 | $16,641-92.4% | $12,684-90.0% | $13,400-90.5% |