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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 | $58,627 | $63,346-7.4% | $92,240-36.4% | $70,126-16.4% |
| Participation rate | 44.2% | 68.7%-24.5pp | 76.5%-32.3pp | 69.5%-25.4pp |
| Annual return | 13.50% | 530.19%-516.7pp | 176.29%-162.8pp | 73.15%-59.6pp |
| Employer contribution / active EE | $303 | $2,471-87.8% | $3,680-91.8% | $2,343-87.1% |
| Participant deferral / active EE | $1,370 | $2,854-52.0% | $3,897-64.8% | $3,332-58.9% |
| Admin fee / account holder | $1,760 | $3,841-54.2% | $5,194-66.1% | $4,645-62.1% |