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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 | $40,267 | $102,393-60.7% | $147,041-72.6% | $80,911-50.2% |
| Participation rate | 66.1% | 75.9%-9.8pp | 82.2%-16.1pp | 67.6%-1.5pp |
| Annual return | 13.62% | 134.95%-121.3pp | 419.21%-405.6pp | 35.63%-22.0pp |
| Employer contribution / active EE | $587 | $3,715-84.2% | $4,935-88.1% | $2,756-78.7% |
| Participant deferral / active EE | $6,102 | $6,647-8.2% | $8,071-24.4% | $4,297+42.0% |
| Admin fee / account holder | $6,718 | $7,943-15.4% | $13,006-48.3% | $6,935-3.1% |