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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 | $47,474 | $116,203-59.1% | $93,621-49.3% | $152,897-69.0% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.8%-9.2pp | 82.5%-15.8pp |
| Annual return | 21.55% | 35.96%-14.4pp | 32.76%-11.2pp | 345.43%-323.9pp |
| Employer contribution / active EE | $55 | $3,219-98.3% | $2,719-98.0% | $4,764-98.8% |
| Participant deferral / active EE | $4,936 | $4,605+7.2% | $4,070+21.3% | $5,851-15.6% |
| Admin fee / account holder | $581 | $10,751-94.6% | $7,890-92.6% | $11,599-95.0% |