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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 | $74,440 | $127,790-41.7% | $106,555-30.1% | $167,536-55.6% |
| Participation rate | 66.7% | 78.3%-11.6pp | 76.1%-9.5pp | 82.1%-15.4pp |
| Annual return | 17.11% | 33.88%-16.8pp | 26.80%-9.7pp | 478.82%-461.7pp |
| Employer contribution / active EE | $494 | $3,428-85.6% | $2,819-82.5% | $4,839-89.8% |
| Participant deferral / active EE | $1,893 | $5,088-62.8% | $4,399-57.0% | $6,342-70.1% |
| Admin fee / account holder | $393 | $11,229-96.5% | $7,408-94.7% | $12,315-96.8% |