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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 | $66,578 | $118,467-43.8% | $98,450-32.4% | $139,456-52.3% |
| Participation rate | 63.6% | 77.5%-13.8pp | 75.2%-11.5pp | 80.3%-16.7pp |
| Annual return | 34.79% | 18.95%+15.8pp | 21.16%+13.6pp | 373.45%-338.7pp |
| Employer contribution / active EE | $462 | $3,611-87.2% | $3,049-84.8% | $4,753-90.3% |
| Participant deferral / active EE | $1,645 | $5,393-69.5% | $4,739-65.3% | $6,711-75.5% |
| Admin fee / account holder | $1,863 | $14,057-86.7% | $8,961-79.2% | $11,407-83.7% |