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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 | $41,632 | $48,327-13.9% | $67,575-38.4% | $80,935-48.6% |
| Participation rate | 25.8% | 66.4%-40.6pp | 72.9%-47.1pp | 67.7%-41.9pp |
| Annual return | 14.74% | 18.31%-3.6pp | 3528.98%-3514.2pp | 35.66%-20.9pp |
| Employer contribution / active EE | $349 | $2,022-82.7% | $2,736-87.2% | $2,757-87.3% |
| Participant deferral / active EE | $1,025 | $2,927-65.0% | $4,003-74.4% | $4,299-76.2% |
| Admin fee / account holder | $9,021 | $3,692+144.3% | $3,993+125.9% | $6,924+30.3% |