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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 | $77,440 | $111,535-30.6% | $105,223-26.4% | $137,256-43.6% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 18.08% | 237.85%-219.8pp | 180.65%-162.6pp | 220.34%-202.3pp |
| Employer contribution / active EE | $398 | $3,939-89.9% | $3,689-89.2% | $4,156-90.4% |
| Participant deferral / active EE | $2,488 | $5,500-54.8% | $5,072-50.9% | $6,407-61.2% |
| Admin fee / account holder | $2,807 | $9,721-71.1% | $8,859-68.3% | $12,270-77.1% |