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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 | $59,329 | $61,816-4.0% | $97,260-39.0% | $80,935-26.7% |
| Participation rate | 62.0% | 63.5%-1.5pp | 72.7%-10.7pp | 67.7%-5.7pp |
| Annual return | 14.79% | -558.73%+573.5pp | 75.54%-60.7pp | 35.66%-20.9pp |
| Employer contribution / active EE | $306 | $1,836-83.3% | $2,721-88.7% | $2,757-88.9% |
| Participant deferral / active EE | $3,329 | $3,027+10.0% | $4,262-21.9% | $4,299-22.6% |
| Admin fee / account holder | $5,705 | $5,166+10.4% | $5,640+1.1% | $6,924-17.6% |