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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 | $35,116 | $107,368-67.3% | $92,915-62.2% | $152,909-77.0% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 20.85% | 145.64%-124.8pp | 109.45%-88.6pp | 345.46%-324.6pp |
| Employer contribution / active EE | $267 | $4,222-93.7% | $3,653-92.7% | $4,764-94.4% |
| Participant deferral / active EE | $1,785 | $4,848-63.2% | $4,238-57.9% | $5,851-69.5% |
| Admin fee / account holder | $2,339 | $7,082-67.0% | $5,796-59.6% | $11,601-79.8% |