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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 | $78,063 | $125,190-37.6% | $105,624-26.1% | $145,897-46.5% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 8.51% | 225.22%-216.7pp | 116.20%-107.7pp | 552.29%-543.8pp |
| Employer contribution / active EE | $224 | $3,720-94.0% | $3,168-92.9% | $4,663-95.2% |
| Participant deferral / active EE | $2,385 | $5,716-58.3% | $5,013-52.4% | $6,689-64.3% |
| Admin fee / account holder | $3,077 | $17,138-82.0% | $10,961-71.9% | $13,390-77.0% |