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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 | $50,050 | $157,296-68.2% | $141,191-64.6% | $152,897-67.3% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 18.10% | 64.34%-46.2pp | 71.41%-53.3pp | 345.43%-327.3pp |
| Employer contribution / active EE | $812 | $5,262-84.6% | $4,736-82.9% | $4,764-83.0% |
| Participant deferral / active EE | $5,288 | $7,111-25.6% | $6,710-21.2% | $5,851-9.6% |
| Admin fee / account holder | $3,784 | $12,125-68.8% | $10,264-63.1% | $11,599-67.4% |