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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 | $39,578 | $102,422-61.4% | $147,117-73.1% | $80,959-51.1% |
| Participation rate | 57.1% | 75.9%-18.7pp | 82.2%-25.0pp | 67.7%-10.5pp |
| Annual return | 14.01% | 135.16%-121.1pp | 420.54%-406.5pp | 35.67%-21.7pp |
| Employer contribution / active EE | $617 | $3,717-83.4% | $4,932-87.5% | $2,757-77.6% |
| Participant deferral / active EE | $3,710 | $6,652-44.2% | $8,065-54.0% | $4,300-13.7% |
| Admin fee / account holder | $2,873 | $7,953-63.9% | $12,993-77.9% | $6,925-58.5% |