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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 | $43,393 | $98,463-55.9% | $119,258-63.6% | $85,847-49.5% |
| Participation rate | 28.3% | 77.6%-49.3pp | 82.7%-54.4pp | 69.3%-41.0pp |
| Annual return | 14.61% | 38.53%-23.9pp | 30.69%-16.1pp | 318.61%-304.0pp |
| Employer contribution / active EE | $851 | $3,698-77.0% | $4,384-80.6% | $2,565-66.8% |
| Participant deferral / active EE | $3,027 | $4,942-38.8% | $6,111-50.5% | $3,952-23.4% |
| Admin fee / account holder | $1,100 | $7,493-85.3% | $7,226-84.8% | $6,261-82.4% |