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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 | $70,438 | $86,919-19.0% | $102,457-31.3% | $80,911-12.9% |
| Participation rate | 55.9% | 72.4%-16.5pp | 76.5%-20.6pp | 67.6%-11.8pp |
| Annual return | 110.25% | 18.90%+91.3pp | 29.41%+80.8pp | 35.63%+74.6pp |
| Employer contribution / active EE | $381 | $2,368-83.9% | $3,022-87.4% | $2,756-86.2% |
| Participant deferral / active EE | $3,242 | $4,119-21.3% | $5,054-35.9% | $4,297-24.6% |
| Admin fee / account holder | $3,260 | $8,049-59.5% | $9,451-65.5% | $6,935-53.0% |