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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 | $28,699 | $55,470-48.3% | $155,556-81.6% | $74,478-61.5% |
| Participation rate | 53.5% | 61.9%-8.4pp | 78.2%-24.8pp | 67.2%-13.8pp |
| Annual return | 14.37% | 269.80%-255.4pp | 64.84%-50.5pp | 1370.56%-1356.2pp |
| Employer contribution / active EE | $258 | $2,267-88.6% | $4,675-94.5% | $2,626-90.2% |
| Participant deferral / active EE | $2,032 | $2,838-28.4% | $5,631-63.9% | $4,350-53.3% |
| Admin fee / account holder | $4,354 | $1,744+149.6% | $15,885-72.6% | $1,946+123.7% |