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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 | $32,284 | $102,422-68.5% | $147,117-78.1% | $80,959-60.1% |
| Participation rate | 46.7% | 75.9%-29.2pp | 82.2%-35.5pp | 67.7%-21.0pp |
| Annual return | 21.83% | 135.16%-113.3pp | 420.54%-398.7pp | 35.67%-13.8pp |
| Employer contribution / active EE | $769 | $3,717-79.3% | $4,932-84.4% | $2,757-72.1% |
| Participant deferral / active EE | $3,414 | $6,652-48.7% | $8,065-57.7% | $4,300-20.6% |
| Admin fee / account holder | $1,156 | $7,953-85.5% | $12,993-91.1% | $6,925-83.3% |