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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 | $77,536 | $81,208-4.5% | $98,920-21.6% | $79,852-2.9% |
| Participation rate | 50.0% | 72.5%-22.5pp | 76.0%-26.0pp | 69.6%-19.6pp |
| Annual return | 15.07% | 60.99%-45.9pp | 196.47%-181.4pp | 31.72%-16.6pp |
| Employer contribution / active EE | $56 | $1,960-97.2% | $2,689-97.9% | $2,471-97.7% |
| Participant deferral / active EE | $1,787 | $3,265-45.3% | $4,245-57.9% | $3,740-52.2% |
| Admin fee / account holder | $501 | $6,013-91.7% | $6,643-92.5% | $5,306-90.6% |