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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 | $39,397 | $86,298-54.3% | $111,308-64.6% | $85,847-54.1% |
| Participation rate | 69.2% | 73.3%-4.1pp | 77.3%-8.1pp | 69.3%-0.1pp |
| Annual return | 12.38% | 19.99%-7.6pp | 54.67%-42.3pp | 318.61%-306.2pp |
| Employer contribution / active EE | $393 | $2,044-80.7% | $2,732-85.6% | $2,565-84.7% |
| Participant deferral / active EE | $1,858 | $3,641-49.0% | $4,487-58.6% | $3,952-53.0% |
| Admin fee / account holder | $950 | $8,189-88.4% | $7,965-88.1% | $6,261-84.8% |