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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 | $41,080 | $49,164-16.4% | $121,169-66.1% | $75,181-45.4% |
| Participation rate | 30.0% | 55.4%-25.4pp | 69.5%-39.5pp | 67.2%-37.2pp |
| Annual return | 15.37% | 56.03%-40.7pp | 986.71%-971.3pp | 160.69%-145.3pp |
| Employer contribution / active EE | $261 | $1,546-83.1% | $4,168-93.7% | $2,671-90.2% |
| Participant deferral / active EE | $1,992 | $2,628-24.2% | $4,083-51.2% | $4,126-51.7% |
| Admin fee / account holder | $706 | $3,942-82.1% | $5,645-87.5% | $5,650-87.5% |