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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 | $40,453 | $56,640-28.6% | $78,002-48.1% | $55,167-26.7% |
| Participation rate | 58.0% | 73.3%-15.3pp | 75.5%-17.5pp | 69.0%-11.0pp |
| Annual return | 28.03% | 2868.48%-2840.5pp | 425.99%-398.0pp | 169.23%-141.2pp |
| Employer contribution / active EE | $287 | $1,724-83.3% | $2,470-88.4% | $1,963-85.4% |
| Participant deferral / active EE | $1,638 | $2,778-41.0% | $3,497-53.1% | $3,054-46.4% |
| Admin fee / account holder | $525 | $467+12.6% | $5,481-90.4% | $504+4.2% |