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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 | $77,314 | $162,812-52.5% | $133,971-42.3% | $158,966-51.4% |
| Participation rate | 64.3% | 83.2%-18.9pp | 79.8%-15.6pp | 82.0%-17.7pp |
| Annual return | 15.90% | 41.94%-26.0pp | 45.09%-29.2pp | 302.95%-287.1pp |
| Employer contribution / active EE | $400 | $4,976-92.0% | $3,919-89.8% | $4,762-91.6% |
| Participant deferral / active EE | $2,423 | $5,910-59.0% | $5,047-52.0% | $5,983-59.5% |
| Admin fee / account holder | $1,124 | $11,741-90.4% | $8,929-87.4% | $11,250-90.0% |