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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 | $50,058 | $45,119+10.9% | $85,126-41.2% | $74,429-32.7% |
| Participation rate | 33.2% | 49.4%-16.2pp | 67.5%-34.3pp | 67.2%-34.0pp |
| Annual return | 14.14% | 26.28%-12.1pp | 66.63%-52.5pp | 1368.38%-1354.2pp |
| Employer contribution / active EE | $202 | $1,460-86.2% | $2,731-92.6% | $2,625-92.3% |
| Participant deferral / active EE | $1,823 | $2,738-33.4% | $4,523-59.7% | $4,348-58.1% |
| Admin fee / account holder | $10,609 | $2,214+379.2% | $6,160+72.2% | $1,944+445.6% |