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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 | $40,793 | $102,385-60.2% | $147,080-72.3% | $80,935-49.6% |
| Participation rate | 26.4% | 75.9%-49.5pp | 82.2%-55.8pp | 67.7%-41.2pp |
| Annual return | 16.56% | 135.09%-118.5pp | 420.17%-403.6pp | 35.66%-19.1pp |
| Employer contribution / active EE | $194 | $3,717-94.8% | $4,933-96.1% | $2,757-93.0% |
| Participant deferral / active EE | $2,764 | $6,651-58.4% | $8,066-65.7% | $4,299-35.7% |
| Admin fee / account holder | $1,186 | $7,951-85.1% | $12,989-90.9% | $6,924-82.9% |