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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 | $62,809 | $99,652-37.0% | $78,778-20.3% | $147,586-57.4% |
| Participation rate | 45.5% | 76.2%-30.8pp | 69.2%-23.7pp | 82.8%-37.4pp |
| Annual return | 13.35% | 47.28%-33.9pp | 35.62%-22.3pp | 578.59%-565.2pp |
| Employer contribution / active EE | $219 | $2,796-92.2% | $1,986-89.0% | $4,876-95.5% |
| Participant deferral / active EE | $1,074 | $3,664-70.7% | $2,958-63.7% | $5,439-80.3% |
| Admin fee / account holder | $432 | $7,155-94.0% | $5,134-91.6% | $10,886-96.0% |