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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 | $58,066 | $181,062-67.9% | $158,223-63.3% | $155,188-62.6% |
| Participation rate | 37.5% | 82.7%-45.2pp | 79.2%-41.7pp | 80.8%-43.3pp |
| Annual return | 16.03% | 57.39%-41.4pp | 52.09%-36.1pp | 148.84%-132.8pp |
| Employer contribution / active EE | $906 | $4,565-80.1% | $4,109-77.9% | $4,248-78.7% |
| Participant deferral / active EE | $2,957 | $6,134-51.8% | $5,467-45.9% | $6,531-54.7% |
| Admin fee / account holder | $1,766 | $18,825-90.6% | $16,047-89.0% | $14,480-87.8% |