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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 | $101,499-47.0% | $147,005-63.4% | $74,546-27.9% |
| Participation rate | 43.7% | 75.5%-31.9pp | 82.2%-38.5pp | 67.2%-23.5pp |
| Annual return | 19.98% | 8732.34%-8712.4pp | 418.76%-398.8pp | 1366.03%-1346.1pp |
| Employer contribution / active EE | $724 | $3,811-81.0% | $4,934-85.3% | $2,624-72.4% |
| Participant deferral / active EE | $4,454 | $7,304-39.0% | $8,070-44.8% | $4,347+2.4% |
| Admin fee / account holder | $4,588 | $1,748+162.5% | $13,006-64.7% | $1,944+136.1% |