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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 | $42,444 | $63,346-33.0% | $92,240-54.0% | $70,126-39.5% |
| Participation rate | 38.5% | 68.7%-30.2pp | 76.5%-38.0pp | 69.5%-31.1pp |
| Annual return | 19.05% | 530.19%-511.1pp | 176.29%-157.2pp | 73.15%-54.1pp |
| Employer contribution / active EE | $414 | $2,471-83.2% | $3,680-88.7% | $2,343-82.3% |
| Participant deferral / active EE | $1,797 | $2,854-37.0% | $3,897-53.9% | $3,332-46.1% |
| Admin fee / account holder | $1,108 | $3,841-71.2% | $5,194-78.7% | $4,645-76.2% |