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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 | $83,459 | $111,830-25.4% | $93,696-10.9% | $145,884-42.8% |
| Participation rate | 12.5% | 74.2%-61.7pp | 68.7%-56.2pp | 80.3%-67.8pp |
| Annual return | 8.82% | 204.08%-195.3pp | 133.74%-124.9pp | 551.85%-543.0pp |
| Employer contribution / active EE | $48 | $3,093-98.5% | $2,422-98.0% | $4,662-99.0% |
| Participant deferral / active EE | $2,111 | $4,920-57.1% | $4,417-52.2% | $6,690-68.4% |
| Admin fee / account holder | $420 | $10,249-95.9% | $8,287-94.9% | $13,392-96.9% |