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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 | $34,982 | $55,437-36.9% | $155,534-77.5% | $74,459-53.0% |
| Participation rate | 45.4% | 61.9%-16.5pp | 78.2%-32.8pp | 67.2%-21.8pp |
| Annual return | 12.00% | 269.58%-257.6pp | 64.92%-52.9pp | 1369.70%-1357.7pp |
| Employer contribution / active EE | $201 | $2,266-91.1% | $4,675-95.7% | $2,626-92.3% |
| Participant deferral / active EE | $1,490 | $2,837-47.5% | $5,630-73.5% | $4,350-65.7% |
| Admin fee / account holder | $906 | $1,742-48.0% | $15,900-94.3% | $1,945-53.4% |