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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 | $61,088 | $117,895-48.2% | $102,460-40.4% | $145,897-58.1% |
| Participation rate | 41.7% | 78.6%-37.0pp | 76.5%-34.8pp | 80.3%-38.6pp |
| Annual return | 14.53% | 31.92%-17.4pp | 29.47%-14.9pp | 552.29%-537.8pp |
| Employer contribution / active EE | $336 | $3,619-90.7% | $3,025-88.9% | $4,663-92.8% |
| Participant deferral / active EE | $3,551 | $5,736-38.1% | $5,056-29.8% | $6,689-46.9% |
| Admin fee / account holder | $510 | $13,353-96.2% | $9,460-94.6% | $13,390-96.2% |