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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 | $50,002 | $84,236-40.6% | $170,435-70.7% | $70,126-28.7% |
| Participation rate | 25.9% | 70.8%-44.9pp | 83.6%-57.7pp | 69.5%-43.6pp |
| Annual return | 20.08% | 23.06%-3.0pp | 205.94%-185.9pp | 73.15%-53.1pp |
| Employer contribution / active EE | $245 | $3,387-92.8% | $5,432-95.5% | $2,343-89.5% |
| Participant deferral / active EE | $1,085 | $3,086-64.8% | $4,939-78.0% | $3,332-67.4% |
| Admin fee / account holder | $388 | $5,698-93.2% | $13,881-97.2% | $4,645-91.6% |