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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 | $54,902 | $40,386+35.9% | $80,607-31.9% | $74,440-26.2% |
| Participation rate | 15.4% | 47.4%-32.0pp | 67.0%-51.6pp | 70.7%-55.4pp |
| Annual return | 16.60% | 165.00%-148.4pp | 936.11%-919.5pp | 34.37%-17.8pp |
| Employer contribution / active EE | $165 | $1,496-88.9% | $2,724-93.9% | $2,638-93.7% |
| Participant deferral / active EE | $532 | $2,670-80.1% | $4,448-88.0% | $4,529-88.3% |
| Admin fee / account holder | $770 | $720+6.9% | $5,379-85.7% | $348+121.3% |