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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 | $55,573 | $99,652-44.2% | $78,778-29.5% | $147,585-62.3% |
| Participation rate | 38.1% | 76.2%-38.1pp | 69.2%-31.1pp | 82.8%-44.7pp |
| Annual return | 15.37% | 47.28%-31.9pp | 35.62%-20.2pp | 578.58%-563.2pp |
| Employer contribution / active EE | $285 | $2,796-89.8% | $1,986-85.7% | $4,876-94.2% |
| Participant deferral / active EE | $876 | $3,664-76.1% | $2,958-70.4% | $5,439-83.9% |
| Admin fee / account holder | $732 | $7,155-89.8% | $5,134-85.7% | $10,886-93.3% |