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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 | $56,810 | $102,429-44.5% | $147,096-61.4% | $80,925-29.8% |
| Participation rate | 51.5% | 75.9%-24.3pp | 82.2%-30.7pp | 67.7%-16.1pp |
| Annual return | 16.73% | 135.02%-118.3pp | 419.75%-403.0pp | 35.65%-18.9pp |
| Employer contribution / active EE | $808 | $3,716-78.2% | $4,936-83.6% | $2,756-70.7% |
| Participant deferral / active EE | $3,260 | $6,649-51.0% | $8,071-59.6% | $4,299-24.2% |
| Admin fee / account holder | $880 | $7,957-88.9% | $13,005-93.2% | $6,940-87.3% |