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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 | $76,065 | $129,737-41.4% | $119,126-36.1% | $154,746-50.8% |
| Participation rate | 12.5% | 78.9%-66.4pp | 75.8%-63.3pp | 80.7%-68.2pp |
| Annual return | 23.27% | 379.08%-355.8pp | 282.11%-258.8pp | 172.34%-149.1pp |
| Employer contribution / active EE | $724 | $4,375-83.5% | $4,034-82.1% | $4,379-83.5% |
| Participant deferral / active EE | $1,948 | $5,842-66.6% | $5,318-63.4% | $6,730-71.1% |
| Admin fee / account holder | $2,059 | $11,961-82.8% | $10,693-80.7% | $14,365-85.7% |