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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 | $71,535 | $162,785-56.1% | $133,959-46.6% | $158,950-55.0% |
| Participation rate | 30.0% | 83.2%-53.2pp | 79.8%-49.8pp | 82.0%-52.0pp |
| Annual return | 14.67% | 41.94%-27.3pp | 45.09%-30.4pp | 302.91%-288.2pp |
| Employer contribution / active EE | $222 | $4,975-95.5% | $3,919-94.3% | $4,762-95.3% |
| Participant deferral / active EE | $1,851 | $5,910-68.7% | $5,047-63.3% | $5,983-69.1% |
| Admin fee / account holder | $3,126 | $11,738-73.4% | $8,928-65.0% | $11,248-72.2% |