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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 | $42,266 | $88,203-52.1% | $165,100-74.4% | $74,478-43.3% |
| Participation rate | 32.5% | 73.1%-40.6pp | 78.6%-46.1pp | 67.2%-34.7pp |
| Annual return | 12.99% | 17.13%-4.1pp | 70.21%-57.2pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $293 | $2,601-88.7% | $4,348-93.3% | $2,626-88.8% |
| Participant deferral / active EE | $2,404 | $4,505-46.6% | $6,035-60.2% | $4,350-44.7% |
| Admin fee / account holder | $2,453 | $2,235+9.8% | $12,696-80.7% | $1,946+26.1% |