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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 | $81,813 | $106,918-23.5% | $84,021-2.6% | $152,897-46.5% |
| Participation rate | 18.2% | 75.2%-57.1pp | 69.0%-50.8pp | 82.5%-64.3pp |
| Annual return | 26.49% | 105.01%-78.5pp | 71.32%-44.8pp | 345.43%-318.9pp |
| Employer contribution / active EE | $154 | $2,735-94.4% | $1,984-92.2% | $4,764-96.8% |
| Participant deferral / active EE | $3,545 | $4,012-11.6% | $3,239+9.5% | $5,851-39.4% |
| Admin fee / account holder | $3,611 | $8,288-56.4% | $6,102-40.8% | $11,599-68.9% |