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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 | $12,666 | $49,199-74.3% | $121,210-89.6% | $75,177-83.2% |
| Participation rate | 22.2% | 55.4%-33.2pp | 69.5%-47.3pp | 67.2%-45.0pp |
| Annual return | 26.48% | 56.04%-29.6pp | 987.41%-960.9pp | 160.75%-134.3pp |
| Employer contribution / active EE | $261 | $1,547-83.1% | $4,171-93.7% | $2,671-90.2% |
| Participant deferral / active EE | $1,581 | $2,630-39.9% | $4,084-61.3% | $4,126-61.7% |
| Admin fee / account holder | $2,810 | $3,946-28.8% | $5,647-50.2% | $5,651-50.3% |