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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 | $82,200 | $124,330-33.9% | $109,173-24.7% | $167,536-50.9% |
| Participation rate | 60.0% | 79.5%-19.5pp | 75.9%-15.9pp | 82.1%-22.1pp |
| Annual return | 14.54% | 26.04%-11.5pp | 25.75%-11.2pp | 478.82%-464.3pp |
| Employer contribution / active EE | $331 | $4,209-92.1% | $3,723-91.1% | $4,839-93.2% |
| Participant deferral / active EE | $6,052 | $5,256+15.1% | $4,654+30.0% | $6,342-4.6% |
| Admin fee / account holder | $940 | $7,974-88.2% | $6,755-86.1% | $12,315-92.4% |