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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 | $40,571 | $48,284-16.0% | $67,524-39.9% | $80,911-49.9% |
| Participation rate | 27.5% | 66.4%-38.9pp | 72.9%-45.4pp | 67.6%-40.2pp |
| Annual return | 23.11% | 18.27%+4.8pp | 3519.41%-3496.3pp | 35.63%-12.5pp |
| Employer contribution / active EE | $329 | $2,021-83.7% | $2,734-88.0% | $2,756-88.0% |
| Participant deferral / active EE | $2,028 | $2,927-30.7% | $4,001-49.3% | $4,297-52.8% |
| Admin fee / account holder | $1,913 | $3,688-48.1% | $4,001-52.2% | $6,935-72.4% |