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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 | $51,904 | $85,169-39.1% | $172,755-70.0% | $72,983-28.9% |
| Participation rate | 48.2% | 70.1%-21.8pp | 82.6%-34.4pp | 69.5%-21.3pp |
| Annual return | 19.67% | 27.32%-7.7pp | 802.94%-783.3pp | 81.01%-61.3pp |
| Employer contribution / active EE | $318 | $3,324-90.4% | $5,144-93.8% | $2,440-87.0% |
| Participant deferral / active EE | $2,011 | $3,260-38.3% | $5,198-61.3% | $3,608-44.2% |
| Admin fee / account holder | $2,067 | $5,880-64.8% | $13,955-85.2% | $5,124-59.7% |