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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 | $74,405 | $55,437+34.2% | $155,534-52.2% | $74,459-0.1% |
| Participation rate | 22.2% | 61.9%-39.7pp | 78.2%-56.0pp | 67.2%-45.0pp |
| Annual return | 14.05% | 269.58%-255.5pp | 64.92%-50.9pp | 1369.70%-1355.7pp |
| Employer contribution / active EE | $330 | $2,266-85.4% | $4,675-92.9% | $2,626-87.4% |
| Participant deferral / active EE | $1,087 | $2,837-61.7% | $5,630-80.7% | $4,350-75.0% |
| Admin fee / account holder | $1,125 | $1,742-35.4% | $15,900-92.9% | $1,945-42.2% |