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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 | $18,352 | $111,830-83.6% | $93,696-80.4% | $145,884-87.4% |
| Participation rate | 54.2% | 74.2%-20.1pp | 68.7%-14.6pp | 80.3%-26.1pp |
| Annual return | 12.71% | 204.08%-191.4pp | 133.74%-121.0pp | 551.85%-539.1pp |
| Employer contribution / active EE | $523 | $3,093-83.1% | $2,422-78.4% | $4,662-88.8% |
| Participant deferral / active EE | $3,012 | $4,920-38.8% | $4,417-31.8% | $6,690-55.0% |
| Admin fee / account holder | $2,070 | $10,249-79.8% | $8,287-75.0% | $13,392-84.5% |