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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 | $61,793 | $183,592-66.3% | $155,574-60.3% | $145,877-57.6% |
| Participation rate | 22.2% | 82.7%-60.5pp | 78.2%-56.0pp | 80.3%-58.1pp |
| Annual return | 12.90% | 61.37%-48.5pp | 64.87%-52.0pp | 551.28%-538.4pp |
| Employer contribution / active EE | $413 | $5,317-92.2% | $4,676-91.2% | $4,663-91.2% |
| Participant deferral / active EE | $3,276 | $6,466-49.3% | $5,629-41.8% | $6,691-51.0% |
| Admin fee / account holder | $301 | $19,316-98.4% | $15,914-98.1% | $13,402-97.8% |