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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 | $20,544 | $124,425-83.5% | $112,040-81.7% | $137,256-85.0% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 83.61% | 24.72%+58.9pp | 24.52%+59.1pp | 220.34%-136.7pp |
| Employer contribution / active EE | $245 | $3,411-92.8% | $2,954-91.7% | $4,156-94.1% |
| Participant deferral / active EE | $6,422 | $5,718+12.3% | $5,098+26.0% | $6,407+0.2% |
| Admin fee / account holder | $4,609 | $15,207-69.7% | $12,098-61.9% | $12,270-62.4% |