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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 | $55,041 | $154,193-64.3% | $130,045-57.7% | $139,466-60.5% |
| Participation rate | 41.7% | 82.0%-40.3pp | 78.5%-36.8pp | 80.3%-38.7pp |
| Annual return | 18.55% | 32.51%-14.0pp | -137.30%+155.9pp | 373.66%-355.1pp |
| Employer contribution / active EE | $1,027 | $5,292-80.6% | $4,321-76.2% | $4,754-78.4% |
| Participant deferral / active EE | $2,059 | $6,709-69.3% | $5,820-64.6% | $6,712-69.3% |
| Admin fee / account holder | $524 | $13,989-96.3% | $10,600-95.1% | $11,409-95.4% |