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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 | $64,874 | $111,830-42.0% | $93,696-30.8% | $145,884-55.5% |
| Participation rate | 13.6% | 74.2%-60.6pp | 68.7%-55.1pp | 80.3%-66.7pp |
| Annual return | 15.93% | 204.08%-188.1pp | 133.74%-117.8pp | 551.85%-535.9pp |
| Employer contribution / active EE | $426 | $3,093-86.2% | $2,422-82.4% | $4,662-90.9% |
| Participant deferral / active EE | $2,128 | $4,920-56.7% | $4,417-51.8% | $6,690-68.2% |
| Admin fee / account holder | $5,479 | $10,249-46.5% | $8,287-33.9% | $13,392-59.1% |