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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 | $65,862 | $232,540-71.7% | $185,117-64.4% | $147,586-55.4% |
| Participation rate | 22.7% | 82.4%-59.6pp | 77.3%-54.5pp | 82.8%-60.1pp |
| Annual return | 16.25% | 43.03%-26.8pp | 40.50%-24.2pp | 578.59%-562.3pp |
| Employer contribution / active EE | $231 | $5,195-95.6% | $4,182-94.5% | $4,876-95.3% |
| Participant deferral / active EE | $1,750 | $5,834-70.0% | $5,045-65.3% | $5,439-67.8% |
| Admin fee / account holder | $3,017 | $10,275-70.6% | $8,159-63.0% | $10,886-72.3% |