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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 | $46,221 | $118,875-61.1% | $96,572-52.1% | $167,553-72.4% |
| Participation rate | 25.0% | 75.5%-50.5pp | 69.8%-44.8pp | 82.1%-57.1pp |
| Annual return | 22.24% | 50.50%-28.3pp | 37.79%-15.5pp | 478.89%-456.7pp |
| Employer contribution / active EE | $115 | $3,121-96.3% | $2,357-95.1% | $4,840-97.6% |
| Participant deferral / active EE | $1,150 | $4,617-75.1% | $3,850-70.1% | $6,343-81.9% |
| Admin fee / account holder | $5,718 | $8,070-29.1% | $6,183-7.5% | $12,316-53.6% |