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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 | $65,083 | $79,223-17.8% | $102,460-36.5% | $74,478-12.6% |
| Participation rate | 33.1% | 74.8%-41.7pp | 76.5%-43.4pp | 67.2%-34.1pp |
| Annual return | 21.52% | 54.98%-33.5pp | 29.47%-8.0pp | 1370.56%-1349.0pp |
| Employer contribution / active EE | $480 | $2,363-79.7% | $3,025-84.1% | $2,626-81.7% |
| Participant deferral / active EE | $3,149 | $4,417-28.7% | $5,056-37.7% | $4,350-27.6% |
| Admin fee / account holder | $9,886 | $2,003+393.5% | $9,460+4.5% | $1,946+408.1% |