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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 | $59,277 | $152,612-61.2% | $125,192-52.7% | $152,897-61.2% |
| Participation rate | 68.2% | 83.3%-15.2pp | 79.8%-11.6pp | 82.5%-14.3pp |
| Annual return | 19.12% | 54.85%-35.7pp | 43.79%-24.7pp | 345.43%-326.3pp |
| Employer contribution / active EE | $670 | $4,947-86.5% | $3,866-82.7% | $4,764-85.9% |
| Participant deferral / active EE | $1,814 | $5,868-69.1% | $4,937-63.3% | $5,851-69.0% |
| Admin fee / account holder | $2,115 | $13,437-84.3% | $9,704-78.2% | $11,599-81.8% |