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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 | $41,261 | $104,664-60.6% | $85,693-51.9% | $167,518-75.4% |
| Participation rate | 36.4% | 76.4%-40.0pp | 69.9%-33.5pp | 82.1%-45.7pp |
| Annual return | 16.79% | 21.45%-4.7pp | 21.49%-4.7pp | 478.71%-461.9pp |
| Employer contribution / active EE | $364 | $3,337-89.1% | $2,618-86.1% | $4,838-92.5% |
| Participant deferral / active EE | $3,990 | $4,824-17.3% | $3,923+1.7% | $6,342-37.1% |
| Admin fee / account holder | $1,887 | $10,032-81.2% | $6,874-72.5% | $12,312-84.7% |