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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 | $53,161 | $58,258-8.7% | $81,820-35.0% | $80,925-34.3% |
| Participation rate | 50.0% | 63.5%-13.5pp | 72.4%-22.4pp | 67.7%-17.7pp |
| Annual return | 15.45% | 41.76%-26.3pp | 777.93%-762.5pp | 35.65%-20.2pp |
| Employer contribution / active EE | $188 | $2,345-92.0% | $2,915-93.5% | $2,756-93.2% |
| Participant deferral / active EE | $1,174 | $3,284-64.3% | $4,323-72.8% | $4,299-72.7% |
| Admin fee / account holder | $1,158 | $4,976-76.7% | $7,391-84.3% | $6,940-83.3% |