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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 | $82,231 | $227,399-63.8% | $189,758-56.7% | $198,609-58.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 29.83% | 61.03%-31.2pp | 52.62%-22.8pp | 202.70%-172.9pp |
| Employer contribution / active EE | $1,174 | $5,526-78.8% | $4,767-75.4% | $5,055-76.8% |
| Participant deferral / active EE | $6,326 | $6,837-7.5% | $5,856+8.0% | $6,977-9.3% |
| Admin fee / account holder | $1,101 | $25,162-95.6% | $20,388-94.6% | $19,030-94.2% |