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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 | $81,322 | $208,088-60.9% | $186,193-56.3% | $154,746-47.4% |
| Participation rate | 28.6% | 80.0%-51.4pp | 77.1%-48.5pp | 80.7%-52.1pp |
| Annual return | 23.09% | 89.97%-66.9pp | 78.03%-54.9pp | 172.34%-149.2pp |
| Employer contribution / active EE | $338 | $4,340-92.2% | $3,918-91.4% | $4,379-92.3% |
| Participant deferral / active EE | $3,620 | $7,078-48.9% | $6,513-44.4% | $6,730-46.2% |
| Admin fee / account holder | $973 | $11,698-91.7% | $11,058-91.2% | $14,365-93.2% |