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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 | $64,484 | $69,252-6.9% | $64,099+0.6% | $139,456-53.8% |
| Participation rate | 61.5% | 75.6%-14.1pp | 72.3%-10.8pp | 80.3%-18.8pp |
| Annual return | 18.48% | 45.89%-27.4pp | 33.70%-15.2pp | 373.45%-355.0pp |
| Employer contribution / active EE | $362 | $3,184-88.6% | $2,748-86.8% | $4,753-92.4% |
| Participant deferral / active EE | $4,588 | $4,683-2.0% | $3,881+18.2% | $6,711-31.6% |
| Admin fee / account holder | $2,482 | $4,248-41.6% | $3,070-19.2% | $11,407-78.2% |