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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 | $51,799 | $111,830-53.7% | $93,696-44.7% | $145,884-64.5% |
| Participation rate | 20.0% | 74.2%-54.2pp | 68.7%-48.7pp | 80.3%-60.3pp |
| Annual return | 10.41% | 204.08%-193.7pp | 133.74%-123.3pp | 551.85%-541.4pp |
| Employer contribution / active EE | $477 | $3,093-84.6% | $2,422-80.3% | $4,662-89.8% |
| Participant deferral / active EE | $2,115 | $4,920-57.0% | $4,417-52.1% | $6,690-68.4% |
| Admin fee / account holder | $421 | $10,249-95.9% | $8,287-94.9% | $13,392-96.9% |