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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 | $49,488 | $106,923-53.7% | $84,023-41.1% | $152,909-67.6% |
| Participation rate | 33.3% | 75.3%-41.9pp | 69.0%-35.7pp | 82.5%-49.1pp |
| Annual return | 15.92% | 105.02%-89.1pp | 71.32%-55.4pp | 345.46%-329.5pp |
| Employer contribution / active EE | $231 | $2,735-91.6% | $1,984-88.4% | $4,764-95.1% |
| Participant deferral / active EE | $1,136 | $4,013-71.7% | $3,239-64.9% | $5,851-80.6% |
| Admin fee / account holder | $1,977 | $8,289-76.1% | $6,102-67.6% | $11,601-83.0% |