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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 | $84,271 | $105,284-20.0% | $150,734-44.1% | $94,015-10.4% |
| Participation rate | 50.0% | 71.7%-21.7pp | 78.4%-28.4pp | 70.8%-20.8pp |
| Annual return | 20.90% | 15.67%+5.2pp | 600.81%-579.9pp | 17.84%+3.1pp |
| Employer contribution / active EE | $758 | $3,599-78.9% | $4,918-84.6% | $2,790-72.8% |
| Participant deferral / active EE | $2,103 | $4,274-50.8% | $5,610-62.5% | $4,249-50.5% |
| Admin fee / account holder | $2,437 | $9,839-75.2% | $14,905-83.7% | $8,951-72.8% |