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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 | $57,006 | $102,385-44.3% | $147,080-61.2% | $80,935-29.6% |
| Participation rate | 53.8% | 75.9%-22.0pp | 82.2%-28.3pp | 67.7%-13.8pp |
| Annual return | 17.42% | 135.09%-117.7pp | 420.17%-402.7pp | 35.66%-18.2pp |
| Employer contribution / active EE | $144 | $3,717-96.1% | $4,933-97.1% | $2,757-94.8% |
| Participant deferral / active EE | $5,392 | $6,651-18.9% | $8,066-33.2% | $4,299+25.4% |
| Admin fee / account holder | $586 | $7,951-92.6% | $12,989-95.5% | $6,924-91.5% |