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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 | $28,967 | $55,902-48.2% | $76,030-61.9% | $80,959-64.2% |
| Participation rate | 57.1% | 62.1%-4.9pp | 69.1%-11.9pp | 67.7%-10.5pp |
| Annual return | 11.07% | 20.59%-9.5pp | 361.54%-350.5pp | 35.67%-24.6pp |
| Employer contribution / active EE | $52 | $1,867-97.2% | $2,688-98.1% | $2,757-98.1% |
| Participant deferral / active EE | $1,045 | $3,051-65.7% | $4,257-75.4% | $4,300-75.7% |
| Admin fee / account holder | $10,105 | $5,239+92.9% | $6,421+57.4% | $6,925+45.9% |