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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 | $87,595 | $166,131-47.3% | $164,975-46.9% | $145,877-40.0% |
| Participation rate | 10.0% | 82.0%-72.0pp | 78.6%-68.6pp | 80.3%-70.3pp |
| Annual return | 15.41% | 100.37%-85.0pp | 70.12%-54.7pp | 551.28%-535.9pp |
| Employer contribution / active EE | $220 | $5,276-95.8% | $4,343-94.9% | $4,663-95.3% |
| Participant deferral / active EE | $3,593 | $6,962-48.4% | $6,033-40.4% | $6,691-46.3% |
| Admin fee / account holder | $1,186 | $16,648-92.9% | $12,688-90.7% | $13,402-91.2% |