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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 | $29,471 | $70,684-58.3% | $169,390-82.6% | $75,173-60.8% |
| Participation rate | 62.2% | 64.8%-2.6pp | 77.2%-15.0pp | 67.2%-5.0pp |
| Annual return | 35.46% | 36.38%-0.9pp | 406.07%-370.6pp | 160.72%-125.3pp |
| Employer contribution / active EE | $55 | $2,211-97.5% | $4,013-98.6% | $2,671-97.9% |
| Participant deferral / active EE | $2,709 | $4,310-37.1% | $6,222-56.5% | $4,126-34.3% |
| Admin fee / account holder | $1,380 | $5,404-74.5% | $9,015-84.7% | $5,651-75.6% |