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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 | $43,694 | $78,607-44.4% | $105,624-58.6% | $74,478-41.3% |
| Participation rate | 36.1% | 72.8%-36.7pp | 75.3%-39.2pp | 67.2%-31.1pp |
| Annual return | 11.78% | 15.96%-4.2pp | 116.20%-104.4pp | 1370.56%-1358.8pp |
| Employer contribution / active EE | $609 | $2,523-75.9% | $3,168-80.8% | $2,626-76.8% |
| Participant deferral / active EE | $2,308 | $4,325-46.6% | $5,013-54.0% | $4,350-47.0% |
| Admin fee / account holder | $5,293 | $2,220+138.5% | $10,961-51.7% | $1,946+172.0% |