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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 | $97,078 | $103,393-6.1% | $87,103+11.5% | $152,909-36.5% |
| Participation rate | 44.4% | 79.4%-34.9pp | 76.9%-32.4pp | 82.5%-38.0pp |
| Annual return | 15.83% | 28.10%-12.3pp | 28.19%-12.4pp | 345.46%-329.6pp |
| Employer contribution / active EE | $292 | $3,221-90.9% | $2,521-88.4% | $4,764-93.9% |
| Participant deferral / active EE | $1,551 | $4,778-67.5% | $4,049-61.7% | $5,851-73.5% |
| Admin fee / account holder | $590 | $12,195-95.2% | $7,491-92.1% | $11,601-94.9% |