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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 | $46,683 | $86,298-45.9% | $111,308-58.1% | $85,847-45.6% |
| Participation rate | 60.7% | 73.3%-12.6pp | 77.3%-16.6pp | 69.3%-8.6pp |
| Annual return | 14.45% | 19.99%-5.5pp | 54.67%-40.2pp | 318.61%-304.2pp |
| Employer contribution / active EE | $428 | $2,044-79.1% | $2,732-84.3% | $2,565-83.3% |
| Participant deferral / active EE | $2,623 | $3,641-28.0% | $4,487-41.6% | $3,952-33.6% |
| Admin fee / account holder | $568 | $8,189-93.1% | $7,965-92.9% | $6,261-90.9% |