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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 | $34,523 | $157,296-78.1% | $141,191-75.5% | $152,897-77.4% |
| Participation rate | 63.6% | 84.8%-21.2pp | 82.5%-18.8pp | 82.5%-18.8pp |
| Annual return | 18.40% | 64.34%-45.9pp | 71.41%-53.0pp | 345.43%-327.0pp |
| Employer contribution / active EE | $642 | $5,262-87.8% | $4,736-86.4% | $4,764-86.5% |
| Participant deferral / active EE | $2,416 | $7,111-66.0% | $6,710-64.0% | $5,851-58.7% |
| Admin fee / account holder | $1,836 | $12,125-84.9% | $10,264-82.1% | $11,599-84.2% |