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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 | $40,817 | $115,796-64.8% | $101,264-59.7% | $158,950-74.3% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 16.27% | 56.15%-39.9pp | 46.48%-30.2pp | 302.91%-286.6pp |
| Employer contribution / active EE | $144 | $4,175-96.6% | $3,660-96.1% | $4,762-97.0% |
| Participant deferral / active EE | $1,440 | $4,958-71.0% | $4,370-67.1% | $5,983-75.9% |
| Admin fee / account holder | $508 | $7,247-93.0% | $5,947-91.5% | $11,248-95.5% |