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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 | $47,326 | $106,001-55.4% | $92,235-48.7% | $147,585-67.9% |
| Participation rate | 27.3% | 80.4%-53.1pp | 76.5%-49.2pp | 82.8%-55.6pp |
| Annual return | 14.21% | 50.05%-35.8pp | 176.28%-162.1pp | 578.56%-564.4pp |
| Employer contribution / active EE | $504 | $4,333-88.4% | $3,679-86.3% | $4,876-89.7% |
| Participant deferral / active EE | $1,399 | $4,478-68.8% | $3,897-64.1% | $5,439-74.3% |
| Admin fee / account holder | $1,936 | $6,332-69.4% | $5,194-62.7% | $10,885-82.2% |