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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 | $82,656 | $148,623-44.4% | $135,974-39.2% | $139,466-40.7% |
| Participation rate | 61.1% | 83.9%-22.8pp | 81.9%-20.8pp | 80.3%-19.2pp |
| Annual return | 15.29% | 79.30%-64.0pp | 68.30%-53.0pp | 373.66%-358.4pp |
| Employer contribution / active EE | $167 | $5,246-96.8% | $4,859-96.6% | $4,754-96.5% |
| Participant deferral / active EE | $7,482 | $8,103-7.7% | $7,760-3.6% | $6,712+11.5% |
| Admin fee / account holder | $2,262 | $12,406-81.8% | $10,767-79.0% | $11,409-80.2% |