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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 | $33,926 | $106,918-68.3% | $84,021-59.6% | $152,897-77.8% |
| Participation rate | 15.4% | 75.2%-59.9pp | 69.0%-53.6pp | 82.5%-67.1pp |
| Annual return | 32.78% | 105.01%-72.2pp | 71.32%-38.5pp | 345.43%-312.6pp |
| Employer contribution / active EE | $286 | $2,735-89.5% | $1,984-85.6% | $4,764-94.0% |
| Participant deferral / active EE | $1,769 | $4,012-55.9% | $3,239-45.4% | $5,851-69.8% |
| Admin fee / account holder | $581 | $8,288-93.0% | $6,102-90.5% | $11,599-95.0% |