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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 | $61,252 | $63,346-3.3% | $92,240-33.6% | $70,126-12.7% |
| Participation rate | 60.5% | 68.7%-8.2pp | 76.5%-16.0pp | 69.5%-9.1pp |
| Annual return | 12.73% | 530.19%-517.5pp | 176.29%-163.6pp | 73.15%-60.4pp |
| Employer contribution / active EE | $395 | $2,471-84.0% | $3,680-89.3% | $2,343-83.1% |
| Participant deferral / active EE | $2,906 | $2,854+1.8% | $3,897-25.4% | $3,332-12.8% |
| Admin fee / account holder | $4,428 | $3,841+15.3% | $5,194-14.8% | $4,645-4.7% |