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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 | $52,557 | $85,171-38.3% | $172,752-69.6% | $72,975-28.0% |
| Participation rate | 26.5% | 70.1%-43.6pp | 82.6%-56.2pp | 69.5%-43.0pp |
| Annual return | 22.04% | 27.32%-5.3pp | 802.97%-780.9pp | 81.01%-59.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,179 | $3,260-63.8% | $5,198-77.3% | $3,608-67.3% |
| Admin fee / account holder | $9,618 | $5,880+63.6% | $13,955-31.1% | $5,124+87.7% |