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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 | $32,118 | $49,881-35.6% | $80,589-60.1% | $75,173-57.3% |
| Participation rate | 10.8% | 55.3%-44.5pp | 67.0%-56.2pp | 67.2%-56.4pp |
| Annual return | 20.75% | 34.68%-13.9pp | 935.83%-915.1pp | 160.65%-139.9pp |
| Employer contribution / active EE | $247 | $1,698-85.4% | $2,724-90.9% | $2,670-90.7% |
| Participant deferral / active EE | $1,099 | $2,991-63.3% | $4,449-75.3% | $4,126-73.4% |
| Admin fee / account holder | $2,265 | $3,577-36.7% | $5,379-57.9% | $5,651-59.9% |