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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 | $61,924 | $106,267-41.7% | $96,520-35.8% | $139,456-55.6% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 15.46% | 38.45%-23.0pp | 35.72%-20.3pp | 373.45%-358.0pp |
| Employer contribution / active EE | $280 | $4,105-93.2% | $3,739-92.5% | $4,753-94.1% |
| Participant deferral / active EE | $2,197 | $5,454-59.7% | $4,879-55.0% | $6,711-67.3% |
| Admin fee / account holder | $1,640 | $7,882-79.2% | $6,733-75.7% | $11,407-85.6% |