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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 | $29,003 | $55,437-47.7% | $155,534-81.4% | $74,459-61.0% |
| Participation rate | 27.5% | 61.9%-34.4pp | 78.2%-50.7pp | 67.2%-39.7pp |
| Annual return | 15.73% | 269.58%-253.8pp | 64.92%-49.2pp | 1369.70%-1354.0pp |
| Employer contribution / active EE | $65 | $2,266-97.2% | $4,675-98.6% | $2,626-97.5% |
| Participant deferral / active EE | $1,755 | $2,837-38.1% | $5,630-68.8% | $4,350-59.7% |
| Admin fee / account holder | $6,137 | $1,742+252.2% | $15,900-61.4% | $1,945+215.6% |