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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 | $65,214 | $118,708-45.1% | $98,920-34.1% | $158,966-59.0% |
| Participation rate | 50.0% | 77.8%-27.8pp | 76.0%-26.0pp | 82.0%-32.0pp |
| Annual return | 12.13% | 372.49%-360.4pp | 196.47%-184.3pp | 302.95%-290.8pp |
| Employer contribution / active EE | $264 | $3,334-92.1% | $2,689-90.2% | $4,762-94.5% |
| Participant deferral / active EE | $1,434 | $5,089-71.8% | $4,245-66.2% | $5,983-76.0% |
| Admin fee / account holder | $589 | $10,134-94.2% | $6,643-91.1% | $11,250-94.8% |