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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 | $61,560 | $91,559-32.8% | $133,959-54.0% | $79,858-22.9% |
| Participation rate | 59.6% | 73.3%-13.7pp | 79.8%-20.2pp | 69.6%-10.0pp |
| Annual return | 11.91% | 61.85%-49.9pp | 45.09%-33.2pp | 31.72%-19.8pp |
| Employer contribution / active EE | $466 | $2,384-80.4% | $3,919-88.1% | $2,471-81.1% |
| Participant deferral / active EE | $2,143 | $3,734-42.6% | $5,047-57.5% | $3,740-42.7% |
| Admin fee / account holder | $4,806 | $6,321-24.0% | $8,928-46.2% | $5,306-9.4% |