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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 | $76,379 | $116,360-34.4% | $65,566+16.5% | $139,466-45.2% |
| Participation rate | 62.5% | 67.8%-5.3pp | 64.9%-2.4pp | 80.3%-17.8pp |
| Annual return | 18.80% | 31.23%-12.4pp | 47.40%-28.6pp | 373.66%-354.9pp |
| Employer contribution / active EE | $106 | $2,600-95.9% | $1,692-93.8% | $4,754-97.8% |
| Participant deferral / active EE | $2,775 | $4,242-34.6% | $2,832-2.0% | $6,712-58.7% |
| Admin fee / account holder | $1,441 | $6,701-78.5% | $4,114-65.0% | $11,409-87.4% |