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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 | $67,049 | $117,895-43.1% | $102,460-34.6% | $145,897-54.0% |
| Participation rate | 63.2% | 78.6%-15.5pp | 76.5%-13.4pp | 80.3%-17.1pp |
| Annual return | 14.06% | 31.92%-17.9pp | 29.47%-15.4pp | 552.29%-538.2pp |
| Employer contribution / active EE | $458 | $3,619-87.4% | $3,025-84.9% | $4,663-90.2% |
| Participant deferral / active EE | $2,288 | $5,736-60.1% | $5,056-54.8% | $6,689-65.8% |
| Admin fee / account holder | $2,999 | $13,353-77.5% | $9,460-68.3% | $13,390-77.6% |