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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 | $90,530-46.1% | $76,030-35.8% | $145,897-66.5% |
| Participation rate | 21.7% | 74.4%-52.7pp | 69.1%-47.3pp | 80.3%-58.6pp |
| Annual return | 12.50% | 625.08%-612.6pp | 361.54%-349.0pp | 552.29%-539.8pp |
| Employer contribution / active EE | $276 | $3,319-91.7% | $2,688-89.7% | $4,663-94.1% |
| Participant deferral / active EE | $1,130 | $5,164-78.1% | $4,257-73.5% | $6,689-83.1% |
| Admin fee / account holder | $1,015 | $8,383-87.9% | $6,421-84.2% | $13,390-92.4% |