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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 | $78,562-44.4% | $105,608-58.6% | $74,429-41.3% |
| Participation rate | 36.1% | 72.8%-36.7pp | 75.3%-39.2pp | 67.2%-31.1pp |
| Annual return | 11.78% | 15.94%-4.2pp | 116.50%-104.7pp | 1368.38%-1356.6pp |
| Employer contribution / active EE | $609 | $2,521-75.8% | $3,167-80.8% | $2,625-76.8% |
| Participant deferral / active EE | $2,308 | $4,321-46.6% | $5,010-53.9% | $4,348-46.9% |
| Admin fee / account holder | $5,293 | $2,217+138.8% | $11,028-52.0% | $1,944+172.2% |