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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 | $66,436 | $98,766-32.7% | $149,730-55.6% | $79,852-16.8% |
| Participation rate | 67.1% | 75.8%-8.6pp | 82.5%-15.3pp | 69.6%-2.5pp |
| Annual return | 15.62% | 27.43%-11.8pp | 276.70%-261.1pp | 31.72%-16.1pp |
| Employer contribution / active EE | $354 | $3,217-89.0% | $4,645-92.4% | $2,471-85.7% |
| Participant deferral / active EE | $3,689 | $5,681-35.1% | $6,843-46.1% | $3,740-1.4% |
| Admin fee / account holder | $713 | $6,052-88.2% | $9,310-92.3% | $5,306-86.6% |