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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 | $31,335 | $80,753-61.2% | $136,298-77.0% | $62,293-49.7% |
| Participation rate | 50.0% | 73.5%-23.5pp | 81.9%-31.9pp | 69.5%-19.5pp |
| Annual return | 21.20% | 35.83%-14.6pp | 5156.27%-5135.1pp | 28.90%-7.7pp |
| Employer contribution / active EE | $184 | $2,884-93.6% | $4,696-96.1% | $2,042-91.0% |
| Participant deferral / active EE | $3,960 | $5,164-23.3% | $6,247-36.6% | $3,169+24.9% |
| Admin fee / account holder | $1,904 | $525+262.4% | $9,244-79.4% | $479+297.2% |