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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 | $41,828 | $106,008-60.5% | $92,240-54.7% | $147,586-71.7% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 22.92% | 50.05%-27.1pp | 176.29%-153.4pp | 578.59%-555.7pp |
| Employer contribution / active EE | $527 | $4,333-87.8% | $3,680-85.7% | $4,876-89.2% |
| Participant deferral / active EE | $5,986 | $4,478+33.7% | $3,897+53.6% | $5,439+10.1% |
| Admin fee / account holder | $398 | $6,333-93.7% | $5,194-92.3% | $10,886-96.3% |