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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 | $57,375 | $80,812-29.0% | $160,784-64.3% | $82,448-30.4% |
| Participation rate | 49.3% | 66.2%-16.9pp | 77.0%-27.6pp | 68.1%-18.8pp |
| Annual return | 13.90% | 100.59%-86.7pp | 1803.92%-1790.0pp | 41.64%-27.7pp |
| Employer contribution / active EE | $358 | $2,174-83.5% | $3,733-90.4% | $2,551-86.0% |
| Participant deferral / active EE | $2,081 | $4,335-52.0% | $6,293-66.9% | $4,139-49.7% |
| Admin fee / account holder | $2,617 | $7,695-66.0% | $9,717-73.1% | $7,234-63.8% |