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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 | $62,561 | $72,071-13.2% | $68,368-8.5% | $137,256-54.4% |
| Participation rate | 20.8% | 76.2%-55.4pp | 73.8%-52.9pp | 80.0%-59.1pp |
| Annual return | 17.10% | 353.14%-336.0pp | 292.57%-275.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $292 | $2,788-89.5% | $2,649-89.0% | $4,156-93.0% |
| Participant deferral / active EE | $2,218 | $4,410-49.7% | $4,123-46.2% | $6,407-65.4% |
| Admin fee / account holder | $617 | $5,336-88.4% | $5,150-88.0% | $12,270-95.0% |