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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 | $56,379 | $63,346-11.0% | $92,239-38.9% | $70,124-19.6% |
| Participation rate | 58.8% | 68.7%-9.8pp | 76.5%-17.7pp | 69.5%-10.7pp |
| Annual return | 15.68% | 530.19%-514.5pp | 176.29%-160.6pp | 73.14%-57.5pp |
| Employer contribution / active EE | $292 | $2,471-88.2% | $3,680-92.1% | $2,342-87.5% |
| Participant deferral / active EE | $1,289 | $2,854-54.8% | $3,897-66.9% | $3,332-61.3% |
| Admin fee / account holder | $353 | $3,841-90.8% | $5,194-93.2% | $4,645-92.4% |