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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 | $29,907 | $115,810-74.2% | $101,271-70.5% | $158,966-81.2% |
| Participation rate | 61.5% | 79.4%-17.8pp | 75.8%-14.3pp | 82.0%-20.4pp |
| Annual return | 16.45% | 56.15%-39.7pp | 46.48%-30.0pp | 302.95%-286.5pp |
| Employer contribution / active EE | $310 | $4,175-92.6% | $3,660-91.5% | $4,762-93.5% |
| Participant deferral / active EE | $1,545 | $4,958-68.8% | $4,371-64.6% | $5,983-74.2% |
| Admin fee / account holder | $1,620 | $7,248-77.6% | $5,948-72.8% | $11,250-85.6% |