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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 | $57,727 | $85,171-32.2% | $172,753-66.6% | $72,976-20.9% |
| Participation rate | 38.3% | 70.1%-31.8pp | 82.6%-44.3pp | 69.5%-31.2pp |
| Annual return | 23.91% | 27.32%-3.4pp | 803.00%-779.1pp | 81.02%-57.1pp |
| Employer contribution / active EE | $319 | $3,324-90.4% | $5,144-93.8% | $2,440-86.9% |
| Participant deferral / active EE | $1,276 | $3,260-60.8% | $5,198-75.4% | $3,608-64.6% |
| Admin fee / account holder | $5,544 | $5,880-5.7% | $13,956-60.3% | $5,124+8.2% |