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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 | $52,060 | $105,284-50.6% | $150,734-65.5% | $94,015-44.6% |
| Participation rate | 28.1% | 71.7%-43.6pp | 78.4%-50.3pp | 70.8%-42.7pp |
| Annual return | 26.98% | 15.67%+11.3pp | 600.81%-573.8pp | 17.84%+9.1pp |
| Employer contribution / active EE | $865 | $3,599-76.0% | $4,918-82.4% | $2,790-69.0% |
| Participant deferral / active EE | $2,134 | $4,274-50.1% | $5,610-62.0% | $4,249-49.8% |
| Admin fee / account holder | $4,856 | $9,839-50.6% | $14,905-67.4% | $8,951-45.7% |