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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 | $59,972 | $102,393-41.4% | $147,041-59.2% | $80,911-25.9% |
| Participation rate | 50.0% | 75.9%-25.9pp | 82.2%-32.2pp | 67.6%-17.6pp |
| Annual return | 13.64% | 134.95%-121.3pp | 419.21%-405.6pp | 35.63%-22.0pp |
| Employer contribution / active EE | $777 | $3,715-79.1% | $4,935-84.3% | $2,756-71.8% |
| Participant deferral / active EE | $5,208 | $6,647-21.6% | $8,071-35.5% | $4,297+21.2% |
| Admin fee / account holder | $1,301 | $7,943-83.6% | $13,006-90.0% | $6,935-81.2% |