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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 | $84,235 | $111,785-24.6% | $93,669-10.1% | $145,877-42.3% |
| Participation rate | 37.5% | 74.2%-36.7pp | 68.7%-31.2pp | 80.3%-42.8pp |
| Annual return | 15.87% | 203.79%-187.9pp | 133.59%-117.7pp | 551.28%-535.4pp |
| Employer contribution / active EE | $225 | $3,096-92.7% | $2,424-90.7% | $4,663-95.2% |
| Participant deferral / active EE | $1,588 | $4,919-67.7% | $4,416-64.0% | $6,691-76.3% |
| Admin fee / account holder | $503 | $10,256-95.1% | $8,291-93.9% | $13,402-96.2% |