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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 | $55,353 | $132,634-58.3% | $115,768-52.2% | $137,256-59.7% |
| Participation rate | 20.0% | 77.9%-57.9pp | 74.4%-54.4pp | 80.0%-60.0pp |
| Annual return | 14.66% | 160.70%-146.0pp | 100.46%-85.8pp | 220.34%-205.7pp |
| Employer contribution / active EE | $230 | $3,360-93.1% | $2,940-92.2% | $4,156-94.5% |
| Participant deferral / active EE | $1,990 | $5,619-64.6% | $4,917-59.5% | $6,407-68.9% |
| Admin fee / account holder | $3,229 | $15,028-78.5% | $12,439-74.0% | $12,270-73.7% |