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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 | $64,827 | $70,435-8.0% | $96,575-32.9% | $85,856-24.5% |
| Participation rate | 57.1% | 61.8%-4.7pp | 69.8%-12.7pp | 69.3%-12.2pp |
| Annual return | 16.17% | 18.59%-2.4pp | 37.79%-21.6pp | 318.58%-302.4pp |
| Employer contribution / active EE | $192 | $1,413-86.4% | $2,357-91.8% | $2,565-92.5% |
| Participant deferral / active EE | $1,795 | $2,894-38.0% | $3,849-53.4% | $3,952-54.6% |
| Admin fee / account holder | $924 | $4,997-81.5% | $6,182-85.1% | $6,261-85.2% |