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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 | $71,544 | $118,467-39.6% | $98,450-27.3% | $139,456-48.7% |
| Participation rate | 65.2% | 77.5%-12.2pp | 75.2%-9.9pp | 80.3%-15.1pp |
| Annual return | 11.57% | 18.95%-7.4pp | 21.16%-9.6pp | 373.45%-361.9pp |
| Employer contribution / active EE | $146 | $3,611-96.0% | $3,049-95.2% | $4,753-96.9% |
| Participant deferral / active EE | $2,017 | $5,393-62.6% | $4,739-57.4% | $6,711-69.9% |
| Admin fee / account holder | $12,225 | $14,057-13.0% | $8,961+36.4% | $11,407+7.2% |