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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 | $42,631 | $48,277-11.7% | $67,511-36.9% | $80,874-47.3% |
| Participation rate | 19.5% | 66.4%-46.9pp | 72.9%-53.4pp | 67.6%-48.1pp |
| Annual return | 13.19% | 18.27%-5.1pp | 3517.41%-3504.2pp | 35.62%-22.4pp |
| Employer contribution / active EE | $349 | $2,021-82.7% | $2,733-87.2% | $2,756-87.3% |
| Participant deferral / active EE | $1,081 | $2,926-63.0% | $4,000-73.0% | $4,297-74.8% |
| Admin fee / account holder | $4,775 | $3,687+29.5% | $3,999+19.4% | $6,935-31.1% |