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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 | $70,091 | $91,198-23.1% | $178,503-60.7% | $79,856-12.2% |
| Participation rate | 40.5% | 69.2%-28.7pp | 81.9%-41.4pp | 69.6%-29.1pp |
| Annual return | 15.95% | 24.20%-8.2pp | 151.12%-135.2pp | 31.71%-15.8pp |
| Employer contribution / active EE | $302 | $3,257-90.7% | $5,011-94.0% | $2,471-87.8% |
| Participant deferral / active EE | $1,072 | $3,237-66.9% | $5,202-79.4% | $3,741-71.3% |
| Admin fee / account holder | $1,100 | $6,748-83.7% | $13,987-92.1% | $5,306-79.3% |