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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 | $29,471 | $93,589-68.5% | $135,942-78.3% | $75,181-60.8% |
| Participation rate | 35.7% | 75.2%-39.5pp | 81.9%-46.2pp | 67.2%-31.5pp |
| Annual return | 29.39% | 30.90%-1.5pp | 68.28%-38.9pp | 160.69%-131.3pp |
| Employer contribution / active EE | $9 | $3,537-99.7% | $4,858-99.8% | $2,671-99.7% |
| Participant deferral / active EE | $5,704 | $6,405-10.9% | $7,759-26.5% | $4,126+38.3% |
| Admin fee / account holder | $622 | $6,977-91.1% | $10,764-94.2% | $5,650-89.0% |