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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 | $25,170 | $103,008-75.6% | $90,304-72.1% | $152,897-83.5% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 22.46% | 95.22%-72.8pp | 78.13%-55.7pp | 345.43%-323.0pp |
| Employer contribution / active EE | $75 | $3,139-97.6% | $2,855-97.4% | $4,764-98.4% |
| Participant deferral / active EE | $1,427 | $4,281-66.7% | $3,885-63.3% | $5,851-75.6% |
| Admin fee / account holder | $1,821 | $6,175-70.5% | $5,354-66.0% | $11,599-84.3% |