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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 | $67,331 | $96,137-30.0% | $135,987-50.5% | $80,911-16.8% |
| Participation rate | 58.3% | 71.2%-12.9pp | 76.4%-18.1pp | 67.6%-9.3pp |
| Annual return | 15.19% | 28.70%-13.5pp | 579.77%-564.6pp | 35.63%-20.4pp |
| Employer contribution / active EE | $418 | $3,350-87.5% | $4,214-90.1% | $2,756-84.8% |
| Participant deferral / active EE | $2,008 | $5,706-64.8% | $7,027-71.4% | $4,297-53.3% |
| Admin fee / account holder | $932 | $8,236-88.7% | $6,716-86.1% | $6,935-86.6% |