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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 | $62,409 | $85,766-27.2% | $136,298-54.2% | $70,126-11.0% |
| Participation rate | 53.6% | 74.2%-20.6pp | 81.9%-28.3pp | 69.5%-16.0pp |
| Annual return | 17.56% | 31.46%-13.9pp | 5156.27%-5138.7pp | 73.15%-55.6pp |
| Employer contribution / active EE | $416 | $2,966-86.0% | $4,696-91.2% | $2,343-82.3% |
| Participant deferral / active EE | $2,338 | $5,051-53.7% | $6,247-62.6% | $3,332-29.8% |
| Admin fee / account holder | $1,350 | $5,421-75.1% | $9,244-85.4% | $4,645-70.9% |