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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 | $94,772 | $102,828-7.8% | $105,387-10.1% | $152,909-38.0% |
| Participation rate | 53.3% | 83.8%-30.4pp | 82.6%-29.2pp | 82.5%-29.1pp |
| Annual return | 18.71% | 20.85%-2.1pp | 26.82%-8.1pp | 345.46%-326.8pp |
| Employer contribution / active EE | $130 | $4,473-97.1% | $4,213-96.9% | $4,764-97.3% |
| Participant deferral / active EE | $3,411 | $5,465-37.6% | $5,502-38.0% | $5,851-41.7% |
| Admin fee / account holder | $3,143 | $8,683-63.8% | $6,559-52.1% | $11,601-72.9% |