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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 | $72,089 | $227,399-68.3% | $189,758-62.0% | $198,609-63.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 20.78% | 61.03%-40.3pp | 52.62%-31.8pp | 202.70%-181.9pp |
| Employer contribution / active EE | $1,381 | $5,526-75.0% | $4,767-71.0% | $5,055-72.7% |
| Participant deferral / active EE | $4,697 | $6,837-31.3% | $5,856-19.8% | $6,977-32.7% |
| Admin fee / account holder | $823 | $25,162-96.7% | $20,388-96.0% | $19,030-95.7% |