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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 | $62,554 | $85,171-26.6% | $172,753-63.8% | $72,976-14.3% |
| Participation rate | 41.7% | 70.1%-28.4pp | 82.6%-41.0pp | 69.5%-27.8pp |
| Annual return | 24.53% | 27.32%-2.8pp | 803.00%-778.5pp | 81.02%-56.5pp |
| Employer contribution / active EE | $357 | $3,324-89.3% | $5,144-93.1% | $2,440-85.4% |
| Participant deferral / active EE | $1,298 | $3,260-60.2% | $5,198-75.0% | $3,608-64.0% |
| Admin fee / account holder | $1,209 | $5,880-79.4% | $13,956-91.3% | $5,124-76.4% |