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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 | $69,878 | $77,920-10.3% | $149,723-53.3% | $75,177-7.0% |
| Participation rate | 21.0% | 65.6%-44.6pp | 78.8%-57.8pp | 67.2%-46.2pp |
| Annual return | 17.79% | 31.72%-13.9pp | 134.50%-116.7pp | 160.75%-143.0pp |
| Employer contribution / active EE | $122 | $3,138-96.1% | $4,821-97.5% | $2,671-95.4% |
| Participant deferral / active EE | $1,016 | $3,411-70.2% | $5,682-82.1% | $4,126-75.4% |
| Admin fee / account holder | $5,184 | $5,951-12.9% | $13,215-60.8% | $5,651-8.3% |