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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 | $132,099-58.1% | $115,599-52.1% | $138,895-60.1% |
| Participation rate | 20.0% | 77.9%-57.9pp | 74.3%-54.3pp | 79.9%-59.9pp |
| Annual return | 14.66% | 176.76%-162.1pp | 111.10%-96.4pp | 145.39%-130.7pp |
| Employer contribution / active EE | $230 | $3,416-93.3% | $2,955-92.2% | $4,194-94.5% |
| Participant deferral / active EE | $1,990 | $5,617-64.6% | $4,889-59.3% | $6,396-68.9% |
| Admin fee / account holder | $3,229 | $15,650-79.4% | $12,841-74.9% | $12,562-74.3% |