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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 | $51,041 | $102,595-50.2% | $94,057-45.7% | $154,746-67.0% |
| Participation rate | 27.8% | 76.0%-48.2pp | 73.3%-45.6pp | 80.7%-52.9pp |
| Annual return | 13.24% | 583.42%-570.2pp | 480.62%-467.4pp | 172.34%-159.1pp |
| Employer contribution / active EE | $307 | $3,147-90.2% | $2,933-89.5% | $4,379-93.0% |
| Participant deferral / active EE | $1,877 | $5,118-63.3% | $4,709-60.1% | $6,730-72.1% |
| Admin fee / account holder | $302 | $7,736-96.1% | $7,244-95.8% | $14,365-97.9% |