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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 | $58,838 | $106,008-44.5% | $92,240-36.2% | $147,586-60.1% |
| Participation rate | 36.8% | 80.4%-43.6pp | 76.5%-39.6pp | 82.8%-46.0pp |
| Annual return | 16.31% | 50.05%-33.7pp | 176.29%-160.0pp | 578.59%-562.3pp |
| Employer contribution / active EE | $158 | $4,333-96.3% | $3,680-95.7% | $4,876-96.8% |
| Participant deferral / active EE | $1,183 | $4,478-73.6% | $3,897-69.6% | $5,439-78.3% |
| Admin fee / account holder | $2,651 | $6,333-58.1% | $5,194-49.0% | $10,886-75.6% |