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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 | $52,107 | $77,920-33.1% | $149,723-65.2% | $75,177-30.7% |
| Participation rate | 16.0% | 65.6%-49.6pp | 78.8%-62.8pp | 67.2%-51.2pp |
| Annual return | 18.71% | 31.72%-13.0pp | 134.50%-115.8pp | 160.75%-142.0pp |
| Employer contribution / active EE | $56 | $3,138-98.2% | $4,821-98.8% | $2,671-97.9% |
| Participant deferral / active EE | $1,371 | $3,411-59.8% | $5,682-75.9% | $4,126-66.8% |
| Admin fee / account holder | $1,033 | $5,951-82.6% | $13,215-92.2% | $5,651-81.7% |