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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 | $63,578 | $157,276-59.6% | $141,177-55.0% | $152,885-58.4% |
| Participation rate | 55.6% | 84.8%-29.3pp | 82.5%-26.9pp | 82.5%-26.9pp |
| Annual return | 17.98% | 64.33%-46.4pp | 71.40%-53.4pp | 345.39%-327.4pp |
| Employer contribution / active EE | $439 | $5,262-91.7% | $4,736-90.7% | $4,763-90.8% |
| Participant deferral / active EE | $4,029 | $7,110-43.3% | $6,710-39.9% | $5,851-31.1% |
| Admin fee / account holder | $699 | $12,123-94.2% | $10,263-93.2% | $11,598-94.0% |