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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 | $41,546 | $100,895-58.8% | $90,430-54.1% | $158,950-73.9% |
| Participation rate | 39.1% | 75.0%-35.9pp | 72.7%-33.6pp | 82.0%-42.8pp |
| Annual return | 11.86% | 1725.54%-1713.7pp | 1293.73%-1281.9pp | 302.91%-291.1pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,027 | $4,347-76.4% | $3,963-74.1% | $5,983-82.8% |
| Admin fee / account holder | $14,804 | $6,505+127.6% | $5,613+163.7% | $11,248+31.6% |