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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 | $36,727 | $70,366-47.8% | $66,674-44.9% | $138,895-73.6% |
| Participation rate | 58.8% | 76.2%-17.4pp | 73.7%-14.8pp | 79.9%-21.1pp |
| Annual return | 18.99% | 386.41%-367.4pp | 321.24%-302.2pp | 145.39%-126.4pp |
| Employer contribution / active EE | $147 | $2,765-94.7% | $2,620-94.4% | $4,194-96.5% |
| Participant deferral / active EE | $3,171 | $4,374-27.5% | $4,084-22.4% | $6,396-50.4% |
| Admin fee / account holder | $378 | $5,262-92.8% | $5,098-92.6% | $12,562-97.0% |