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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 | $71,560 | $152,612-53.1% | $125,192-42.8% | $152,897-53.2% |
| Participation rate | 61.5% | 83.3%-21.8pp | 79.8%-18.2pp | 82.5%-20.9pp |
| Annual return | 19.44% | 54.85%-35.4pp | 43.79%-24.3pp | 345.43%-326.0pp |
| Employer contribution / active EE | $413 | $4,947-91.7% | $3,866-89.3% | $4,764-91.3% |
| Participant deferral / active EE | $2,319 | $5,868-60.5% | $4,937-53.0% | $5,851-60.4% |
| Admin fee / account holder | $1,063 | $13,437-92.1% | $9,704-89.0% | $11,599-90.8% |