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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 | $79,964 | $53,063+50.7% | $124,206-35.6% | $82,637-3.2% |
| Participation rate | 36.1% | 58.4%-22.3pp | 69.6%-33.5pp | 68.1%-31.9pp |
| Annual return | 14.28% | 68.87%-54.6pp | 515.27%-501.0pp | 53.51%-39.2pp |
| Employer contribution / active EE | $235 | $1,530-84.6% | $3,540-93.4% | $2,552-90.8% |
| Participant deferral / active EE | $1,379 | $2,644-47.8% | $3,968-65.2% | $4,126-66.6% |
| Admin fee / account holder | $1,226 | $4,281-71.4% | $5,929-79.3% | $7,339-83.3% |