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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 | $55,902 | $165,381-66.2% | $149,730-62.7% | $158,966-64.8% |
| Participation rate | 27.8% | 84.6%-56.8pp | 82.5%-54.7pp | 82.0%-54.2pp |
| Annual return | 14.27% | 348.29%-334.0pp | 276.70%-262.4pp | 302.95%-288.7pp |
| Employer contribution / active EE | $136 | $5,104-97.3% | $4,645-97.1% | $4,762-97.1% |
| Participant deferral / active EE | $3,172 | $7,182-55.8% | $6,843-53.6% | $5,983-47.0% |
| Admin fee / account holder | $10,619 | $10,809-1.8% | $9,310+14.1% | $11,250-5.6% |