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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 | $91,930 | $197,637-53.5% | $177,848-48.3% | $158,982-42.2% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 24.57% | 58.77%-34.2pp | 48.33%-23.8pp | 302.99%-278.4pp |
| Employer contribution / active EE | $695 | $6,698-89.6% | $5,919-88.3% | $4,763-85.4% |
| Participant deferral / active EE | $3,614 | $8,405-57.0% | $7,714-53.1% | $5,983-39.6% |
| Admin fee / account holder | $2,142 | $15,406-86.1% | $12,431-82.8% | $11,252-81.0% |