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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 | $53,745 | $101,672-47.1% | $147,117-63.5% | $74,478-27.8% |
| Participation rate | 43.7% | 75.5%-31.9pp | 82.2%-38.5pp | 67.2%-23.6pp |
| Annual return | 19.98% | 8757.83%-8737.8pp | 420.54%-400.6pp | 1370.56%-1350.6pp |
| Employer contribution / active EE | $724 | $3,813-81.0% | $4,932-85.3% | $2,626-72.4% |
| Participant deferral / active EE | $4,454 | $7,305-39.0% | $8,065-44.8% | $4,350+2.4% |
| Admin fee / account holder | $4,588 | $1,753+161.7% | $12,993-64.7% | $1,946+135.8% |