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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 | $102,393-63.7% | $147,041-74.7% | $80,911-54.1% |
| Participation rate | 67.6% | 75.9%-8.2pp | 82.2%-14.5pp | 67.6%0pp |
| Annual return | 16.03% | 134.95%-118.9pp | 419.21%-403.2pp | 35.63%-19.6pp |
| Employer contribution / active EE | $805 | $3,715-78.3% | $4,935-83.7% | $2,756-70.8% |
| Participant deferral / active EE | $4,626 | $6,647-30.4% | $8,071-42.7% | $4,297+7.7% |
| Admin fee / account holder | $2,982 | $7,943-62.5% | $13,006-77.1% | $6,935-57.0% |