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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 | $52,351 | $49,976+4.8% | $66,674-21.5% | $82,637-36.6% |
| Participation rate | 24.4% | 63.1%-38.7pp | 73.7%-49.2pp | 68.1%-43.6pp |
| Annual return | 15.37% | 39.09%-23.7pp | 321.24%-305.9pp | 53.51%-38.1pp |
| Employer contribution / active EE | $204 | $1,988-89.7% | $2,620-92.2% | $2,552-92.0% |
| Participant deferral / active EE | $1,182 | $2,847-58.5% | $4,084-71.1% | $4,126-71.4% |
| Admin fee / account holder | $3,138 | $4,594-31.7% | $5,098-38.4% | $7,339-57.2% |