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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 | $76,582 | $115,810-33.9% | $101,271-24.4% | $158,966-51.8% |
| Participation rate | 45.5% | 79.4%-33.9pp | 75.8%-30.4pp | 82.0%-36.5pp |
| Annual return | 21.41% | 56.15%-34.7pp | 46.48%-25.1pp | 302.95%-281.5pp |
| Employer contribution / active EE | $164 | $4,175-96.1% | $3,660-95.5% | $4,762-96.6% |
| Participant deferral / active EE | $1,459 | $4,958-70.6% | $4,371-66.6% | $5,983-75.6% |
| Admin fee / account holder | $400 | $7,248-94.5% | $5,948-93.3% | $11,250-96.4% |