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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 | $50,940 | $115,903-56.0% | $100,528-49.3% | $158,966-68.0% |
| Participation rate | 33.3% | 81.6%-48.3pp | 79.4%-46.1pp | 82.0%-48.6pp |
| Annual return | 16.74% | 34.80%-18.1pp | 30.90%-14.2pp | 302.95%-286.2pp |
| Employer contribution / active EE | $69 | $4,105-98.3% | $3,419-98.0% | $4,762-98.5% |
| Participant deferral / active EE | $0 | $6,677-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $541 | $11,000-95.1% | $8,084-93.3% | $11,250-95.2% |