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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 | $30,297 | $115,810-73.8% | $101,271-70.1% | $158,966-80.9% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 13.45% | 56.15%-42.7pp | 46.48%-33.0pp | 302.95%-289.5pp |
| Employer contribution / active EE | $612 | $4,175-85.3% | $3,660-83.3% | $4,762-87.1% |
| Participant deferral / active EE | $2,050 | $4,958-58.7% | $4,371-53.1% | $5,983-65.7% |
| Admin fee / account holder | $428 | $7,248-94.1% | $5,948-92.8% | $11,250-96.2% |