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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 | $36,479 | $124,346-70.7% | $111,306-67.2% | $167,553-78.2% |
| Participation rate | 60.0% | 79.6%-19.6pp | 77.3%-17.3pp | 82.1%-22.1pp |
| Annual return | 12.49% | 37.46%-25.0pp | 54.67%-42.2pp | 478.89%-466.4pp |
| Employer contribution / active EE | $469 | $3,438-86.3% | $2,732-82.8% | $4,840-90.3% |
| Participant deferral / active EE | $2,269 | $5,182-56.2% | $4,488-49.4% | $6,343-64.2% |
| Admin fee / account holder | $1,985 | $10,623-81.3% | $7,966-75.1% | $12,316-83.9% |