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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 | $57,835 | $129,737-55.4% | $119,126-51.5% | $154,746-62.6% |
| Participation rate | 33.3% | 78.9%-45.5pp | 75.8%-42.4pp | 80.7%-47.4pp |
| Annual return | 27.24% | 379.08%-351.8pp | 282.11%-254.9pp | 172.34%-145.1pp |
| Employer contribution / active EE | $531 | $4,375-87.9% | $4,034-86.8% | $4,379-87.9% |
| Participant deferral / active EE | $3,845 | $5,842-34.2% | $5,318-27.7% | $6,730-42.9% |
| Admin fee / account holder | $336 | $11,961-97.2% | $10,693-96.9% | $14,365-97.7% |