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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 | $66,734 | $85,169-21.6% | $172,755-61.4% | $72,983-8.6% |
| Participation rate | 16.9% | 70.1%-53.2pp | 82.6%-65.8pp | 69.5%-52.6pp |
| Annual return | 24.86% | 27.32%-2.5pp | 802.94%-778.1pp | 81.01%-56.1pp |
| Employer contribution / active EE | $330 | $3,324-90.1% | $5,144-93.6% | $2,440-86.5% |
| Participant deferral / active EE | $1,013 | $3,260-68.9% | $5,198-80.5% | $3,608-71.9% |
| Admin fee / account holder | $2,164 | $5,880-63.2% | $13,955-84.5% | $5,124-57.8% |