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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 | $52,085 | $104,937-50.4% | $84,628-38.5% | $152,897-65.9% |
| Participation rate | 10.0% | 74.8%-64.8pp | 68.2%-58.2pp | 82.5%-72.5pp |
| Annual return | 25.73% | 373.88%-348.1pp | 258.80%-233.1pp | 345.43%-319.7pp |
| Employer contribution / active EE | $230 | $3,303-93.0% | $2,653-91.3% | $4,764-95.2% |
| Participant deferral / active EE | $1,010 | $4,690-78.5% | $3,900-74.1% | $5,851-82.7% |
| Admin fee / account holder | $388 | $6,243-93.8% | $4,914-92.1% | $11,599-96.7% |