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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 | $56,274 | $115,814-51.4% | $101,275-44.4% | $158,982-64.6% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 12.70% | 56.16%-43.5pp | 46.48%-33.8pp | 302.99%-290.3pp |
| Employer contribution / active EE | $646 | $4,176-84.5% | $3,660-82.4% | $4,763-86.4% |
| Participant deferral / active EE | $4,792 | $4,958-3.4% | $4,371+9.6% | $5,983-19.9% |
| Admin fee / account holder | $1,837 | $7,249-74.7% | $5,948-69.1% | $11,252-83.7% |