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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 | $84,296 | $101,618-17.0% | $93,063-9.4% | $137,256-38.6% |
| Participation rate | 50.0% | 74.9%-24.9pp | 72.1%-22.1pp | 80.0%-30.0pp |
| Annual return | 12.70% | 223.95%-211.2pp | 34.15%-21.5pp | 220.34%-207.6pp |
| Employer contribution / active EE | $238 | $2,707-91.2% | $2,476-90.4% | $4,156-94.3% |
| Participant deferral / active EE | $1,240 | $4,279-71.0% | $3,958-68.7% | $6,407-80.6% |
| Admin fee / account holder | $2,102 | $6,198-66.1% | $6,033-65.2% | $12,270-82.9% |