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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 | $54,655 | $100,004-45.3% | $81,438-32.9% | $145,959-62.6% |
| Participation rate | 17.4% | 74.2%-56.8pp | 69.5%-52.1pp | 80.3%-62.9pp |
| Annual return | 10.48% | 34.34%-23.9pp | 24.74%-14.3pp | 561.95%-551.5pp |
| Employer contribution / active EE | $308 | $2,970-89.6% | $2,460-87.5% | $4,661-93.4% |
| Participant deferral / active EE | $2,734 | $4,603-40.6% | $3,883-29.6% | $6,689-59.1% |
| Admin fee / account holder | $1,405 | $8,202-82.9% | $5,764-75.6% | $13,398-89.5% |