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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 | $63,555 | $86,298-26.4% | $111,308-42.9% | $85,847-26.0% |
| Participation rate | 57.8% | 73.3%-15.6pp | 77.3%-19.5pp | 69.3%-11.5pp |
| Annual return | 15.36% | 19.99%-4.6pp | 54.67%-39.3pp | 318.61%-303.2pp |
| Employer contribution / active EE | $237 | $2,044-88.4% | $2,732-91.3% | $2,565-90.7% |
| Participant deferral / active EE | $2,008 | $3,641-44.9% | $4,487-55.3% | $3,952-49.2% |
| Admin fee / account holder | $1,121 | $8,189-86.3% | $7,965-85.9% | $6,261-82.1% |