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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 | $55,383 | $92,224-39.9% | $105,223-47.4% | $79,634-30.5% |
| Participation rate | 20.1% | 69.2%-49.0pp | 75.0%-54.9pp | 62.5%-42.3pp |
| Annual return | 16.79% | 88.65%-71.9pp | 180.65%-163.9pp | 36.46%-19.7pp |
| Employer contribution / active EE | $664 | $3,965-83.3% | $3,689-82.0% | $2,529-73.8% |
| Participant deferral / active EE | $1,579 | $3,834-58.8% | $5,072-68.9% | $3,835-58.8% |
| Admin fee / account holder | $1,322 | $1,121+18.0% | $8,859-85.1% | $1,002+32.0% |