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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 | $37,159 | $102,422-63.7% | $147,117-74.7% | $80,959-54.1% |
| Participation rate | 67.6% | 75.9%-8.2pp | 82.2%-14.5pp | 67.7%0pp |
| Annual return | 16.03% | 135.16%-119.1pp | 420.54%-404.5pp | 35.67%-19.6pp |
| Employer contribution / active EE | $805 | $3,717-78.3% | $4,932-83.7% | $2,757-70.8% |
| Participant deferral / active EE | $4,626 | $6,652-30.5% | $8,065-42.6% | $4,300+7.6% |
| Admin fee / account holder | $2,982 | $7,953-62.5% | $12,993-77.0% | $6,925-56.9% |