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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 | $55,037 | $85,171-35.4% | $172,752-68.1% | $72,975-24.6% |
| Participation rate | 55.9% | 70.1%-14.1pp | 82.6%-26.7pp | 69.5%-13.6pp |
| Annual return | 20.79% | 27.32%-6.5pp | 802.97%-782.2pp | 81.01%-60.2pp |
| Employer contribution / active EE | $308 | $3,324-90.7% | $5,144-94.0% | $2,440-87.4% |
| Participant deferral / active EE | $1,920 | $3,260-41.1% | $5,198-63.1% | $3,608-46.8% |
| Admin fee / account holder | $3,004 | $5,880-48.9% | $13,955-78.5% | $5,124-41.4% |