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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 | $55,617 | $44,206+25.8% | $94,057-40.9% | $64,728-14.1% |
| Participation rate | 20.7% | 51.0%-30.3pp | 73.3%-52.6pp | 57.9%-37.2pp |
| Annual return | 14.47% | 259.42%-244.9pp | 480.62%-466.1pp | 49.38%-34.9pp |
| Employer contribution / active EE | $198 | $1,635-87.9% | $2,933-93.2% | $2,243-91.2% |
| Participant deferral / active EE | $1,216 | $1,902-36.1% | $4,709-74.2% | $2,729-55.4% |
| Admin fee / account holder | $3,868 | $1,230+214.5% | $7,244-46.6% | $1,145+237.8% |