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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 | $43,880 | $86,298-49.2% | $111,308-60.6% | $85,847-48.9% |
| Participation rate | 67.7% | 73.3%-5.6pp | 77.3%-9.6pp | 69.3%-1.6pp |
| Annual return | 15.05% | 19.99%-4.9pp | 54.67%-39.6pp | 318.61%-303.6pp |
| Employer contribution / active EE | $336 | $2,044-83.5% | $2,732-87.7% | $2,565-86.9% |
| Participant deferral / active EE | $2,162 | $3,641-40.6% | $4,487-51.8% | $3,952-45.3% |
| Admin fee / account holder | $902 | $8,189-89.0% | $7,965-88.7% | $6,261-85.6% |