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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 | $60,059 | $53,128+13.0% | $86,582-30.6% | $70,126-14.4% |
| Participation rate | 40.5% | 65.3%-24.8pp | 73.5%-33.1pp | 69.5%-29.1pp |
| Annual return | 14.26% | 27.66%-13.4pp | 965.08%-950.8pp | 73.15%-58.9pp |
| Employer contribution / active EE | $98 | $2,068-95.3% | $2,839-96.6% | $2,343-95.8% |
| Participant deferral / active EE | $1,405 | $2,695-47.9% | $3,609-61.1% | $3,332-57.8% |
| Admin fee / account holder | $1,962 | $3,584-45.3% | $4,904-60.0% | $4,645-57.8% |