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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 | $39,136 | $129,737-69.8% | $119,126-67.1% | $154,746-74.7% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 13.50% | 379.08%-365.6pp | 282.11%-268.6pp | 172.34%-158.8pp |
| Employer contribution / active EE | $819 | $4,375-81.3% | $4,034-79.7% | $4,379-81.3% |
| Participant deferral / active EE | $1,874 | $5,842-67.9% | $5,318-64.8% | $6,730-72.2% |
| Admin fee / account holder | $5,207 | $11,961-56.5% | $10,693-51.3% | $14,365-63.8% |