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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 | $71,269 | $129,737-45.1% | $119,126-40.2% | $154,746-53.9% |
| Participation rate | 41.7% | 78.9%-37.2pp | 75.8%-34.1pp | 80.7%-39.0pp |
| Annual return | 16.54% | 379.08%-362.5pp | 282.11%-265.6pp | 172.34%-155.8pp |
| Employer contribution / active EE | $607 | $4,375-86.1% | $4,034-85.0% | $4,379-86.1% |
| Participant deferral / active EE | $2,559 | $5,842-56.2% | $5,318-51.9% | $6,730-62.0% |
| Admin fee / account holder | $586 | $11,961-95.1% | $10,693-94.5% | $14,365-95.9% |