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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 | $36,249 | $55,437-34.6% | $155,534-76.7% | $74,459-51.3% |
| Participation rate | 31.2% | 61.9%-30.7pp | 78.2%-47.0pp | 67.2%-36.0pp |
| Annual return | 11.78% | 269.58%-257.8pp | 64.92%-53.1pp | 1369.70%-1357.9pp |
| Employer contribution / active EE | $309 | $2,266-86.4% | $4,675-93.4% | $2,626-88.2% |
| Participant deferral / active EE | $1,255 | $2,837-55.8% | $5,630-77.7% | $4,350-71.2% |
| Admin fee / account holder | $5,997 | $1,742+244.2% | $15,900-62.3% | $1,945+208.4% |