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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 | $124,663 | $228,395-45.4% | $185,861-32.9% | $158,982-21.6% |
| Participation rate | 47.8% | 82.3%-34.5pp | 78.0%-30.2pp | 82.0%-34.1pp |
| Annual return | 15.74% | 40.82%-25.1pp | 35.96%-20.2pp | 302.99%-287.2pp |
| Employer contribution / active EE | $234 | $4,968-95.3% | $4,088-94.3% | $4,763-95.1% |
| Participant deferral / active EE | $2,491 | $6,417-61.2% | $5,634-55.8% | $5,983-58.4% |
| Admin fee / account holder | $3,419 | $11,869-71.2% | $9,503-64.0% | $11,252-69.6% |