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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 | $54,970 | $48,327+13.7% | $67,575-18.7% | $80,935-32.1% |
| Participation rate | 18.8% | 66.4%-47.7pp | 72.9%-54.2pp | 67.7%-48.9pp |
| Annual return | 15.42% | 18.31%-2.9pp | 3528.98%-3513.6pp | 35.66%-20.2pp |
| Employer contribution / active EE | $27 | $2,022-98.7% | $2,736-99.0% | $2,757-99.0% |
| Participant deferral / active EE | $1,134 | $2,927-61.3% | $4,003-71.7% | $4,299-73.6% |
| Admin fee / account holder | $9,859 | $3,692+167.0% | $3,993+146.9% | $6,924+42.4% |