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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 | $31,271 | $111,830-72.0% | $93,696-66.6% | $145,884-78.6% |
| Participation rate | 53.8% | 74.2%-20.4pp | 68.7%-14.9pp | 80.3%-26.5pp |
| Annual return | 21.04% | 204.08%-183.0pp | 133.74%-112.7pp | 551.85%-530.8pp |
| Employer contribution / active EE | $280 | $3,093-90.9% | $2,422-88.4% | $4,662-94.0% |
| Participant deferral / active EE | $3,216 | $4,920-34.6% | $4,417-27.2% | $6,690-51.9% |
| Admin fee / account holder | $462 | $10,249-95.5% | $8,287-94.4% | $13,392-96.5% |