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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 | $63,412 | $117,895-46.2% | $102,460-38.1% | $145,897-56.5% |
| Participation rate | 45.0% | 78.6%-33.6pp | 76.5%-31.5pp | 80.3%-35.3pp |
| Annual return | 14.16% | 31.92%-17.8pp | 29.47%-15.3pp | 552.29%-538.1pp |
| Employer contribution / active EE | $677 | $3,619-81.3% | $3,025-77.6% | $4,663-85.5% |
| Participant deferral / active EE | $2,678 | $5,736-53.3% | $5,056-47.0% | $6,689-60.0% |
| Admin fee / account holder | $8,391 | $13,353-37.2% | $9,460-11.3% | $13,390-37.3% |