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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 | $48,817 | $90,614-46.1% | $76,089-35.8% | $145,877-66.5% |
| Participation rate | 21.7% | 74.5%-52.8pp | 69.1%-47.3pp | 80.3%-58.6pp |
| Annual return | 12.50% | 623.80%-611.3pp | 360.94%-348.4pp | 551.28%-538.8pp |
| Employer contribution / active EE | $276 | $3,324-91.7% | $2,690-89.7% | $4,663-94.1% |
| Participant deferral / active EE | $1,130 | $5,168-78.1% | $4,259-73.5% | $6,691-83.1% |
| Admin fee / account holder | $1,015 | $8,376-87.9% | $6,418-84.2% | $13,402-92.4% |