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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 | $166,020-64.5% | $164,866-64.3% | $145,959-59.6% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | 29.35% | 100.08%-70.7pp | 69.97%-40.6pp | 561.95%-532.6pp |
| Employer contribution / active EE | $737 | $5,275-86.0% | $4,343-83.0% | $4,661-84.2% |
| Participant deferral / active EE | $4,198 | $6,961-39.7% | $6,033-30.4% | $6,689-37.2% |
| Admin fee / account holder | $1,269 | $16,644-92.4% | $12,689-90.0% | $13,398-90.5% |