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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 | $34,112 | $126,519-73.0% | $106,201-67.9% | $145,959-76.6% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 14.17% | 225.10%-210.9pp | 116.26%-102.1pp | 561.95%-547.8pp |
| Employer contribution / active EE | $389 | $3,726-89.6% | $3,170-87.7% | $4,661-91.6% |
| Participant deferral / active EE | $1,946 | $5,716-66.0% | $5,012-61.2% | $6,689-70.9% |
| Admin fee / account holder | $809 | $17,312-95.3% | $11,039-92.7% | $13,398-94.0% |