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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 | $68,583 | $165,381-58.5% | $149,730-54.2% | $158,966-56.9% |
| Participation rate | 30.8% | 84.6%-53.8pp | 82.5%-51.7pp | 82.0%-51.2pp |
| Annual return | 19.81% | 348.29%-328.5pp | 276.70%-256.9pp | 302.95%-283.1pp |
| Employer contribution / active EE | $377 | $5,104-92.6% | $4,645-91.9% | $4,762-92.1% |
| Participant deferral / active EE | $2,676 | $7,182-62.7% | $6,843-60.9% | $5,983-55.3% |
| Admin fee / account holder | $848 | $10,809-92.2% | $9,310-90.9% | $11,250-92.5% |