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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 | $63,609 | $91,559-30.5% | $133,959-52.5% | $79,858-20.3% |
| Participation rate | 60.0% | 73.3%-13.3pp | 79.8%-19.8pp | 69.6%-9.6pp |
| Annual return | 14.24% | 61.85%-47.6pp | 45.09%-30.9pp | 31.72%-17.5pp |
| Employer contribution / active EE | $126 | $2,384-94.7% | $3,919-96.8% | $2,471-94.9% |
| Participant deferral / active EE | $2,163 | $3,734-42.1% | $5,047-57.1% | $3,740-42.2% |
| Admin fee / account holder | $497 | $6,321-92.1% | $8,928-94.4% | $5,306-90.6% |