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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 | $70,151 | $110,303-36.4% | $95,759-26.7% | $139,487-49.7% |
| Participation rate | 66.7% | 75.7%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 12.51% | 27.19%-14.7pp | 28.42%-15.9pp | 373.84%-361.3pp |
| Employer contribution / active EE | $292 | $3,261-91.1% | $2,836-89.7% | $4,755-93.9% |
| Participant deferral / active EE | $933 | $4,674-80.0% | $4,244-78.0% | $6,713-86.1% |
| Admin fee / account holder | $2,230 | $6,615-66.3% | $5,678-60.7% | $11,407-80.5% |