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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 | $37,989 | $152,619-75.1% | $125,195-69.7% | $152,909-75.2% |
| Participation rate | 61.9% | 83.3%-21.4pp | 79.8%-17.9pp | 82.5%-20.6pp |
| Annual return | 16.75% | 54.85%-38.1pp | 43.79%-27.0pp | 345.46%-328.7pp |
| Employer contribution / active EE | $878 | $4,947-82.2% | $3,866-77.3% | $4,764-81.6% |
| Participant deferral / active EE | $2,068 | $5,869-64.8% | $4,937-58.1% | $5,851-64.7% |
| Admin fee / account holder | $5,718 | $13,437-57.4% | $9,704-41.1% | $11,601-50.7% |