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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 | $48,337-11.8% | $67,560-36.9% | $80,959-47.3% |
| Participation rate | 19.5% | 66.4%-46.9pp | 72.9%-53.4pp | 67.7%-48.2pp |
| Annual return | 13.19% | 18.26%-5.1pp | 3533.50%-3520.3pp | 35.67%-22.5pp |
| Employer contribution / active EE | $349 | $2,023-82.8% | $2,737-87.3% | $2,757-87.4% |
| Participant deferral / active EE | $1,081 | $2,928-63.1% | $4,004-73.0% | $4,300-74.9% |
| Admin fee / account holder | $4,775 | $3,695+29.2% | $3,994+19.6% | $6,925-31.1% |