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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 | $42,107 | $90,691-53.6% | $76,119-44.7% | $145,884-71.1% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 18.96% | 624.52%-605.6pp | 361.25%-342.3pp | 551.85%-532.9pp |
| Employer contribution / active EE | $499 | $3,329-85.0% | $2,693-81.5% | $4,662-89.3% |
| Participant deferral / active EE | $2,123 | $5,167-58.9% | $4,259-50.2% | $6,690-68.3% |
| Admin fee / account holder | $3,074 | $8,383-63.3% | $6,421-52.1% | $13,392-77.0% |