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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 | $46,288 | $84,045-44.9% | $77,361-40.2% | $69,255-33.2% |
| Participation rate | 31.4% | 71.8%-40.4pp | 75.0%-43.6pp | 69.0%-37.7pp |
| Annual return | 13.64% | 12.46%+1.2pp | 1011.54%-997.9pp | 26.73%-13.1pp |
| Employer contribution / active EE | $497 | $2,954-83.2% | $2,990-83.4% | $2,645-81.2% |
| Participant deferral / active EE | $1,690 | $3,349-49.5% | $3,911-56.8% | $2,890-41.5% |
| Admin fee / account holder | $2,919 | $239+1121.4% | $5,894-50.5% | $733+298.3% |