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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 | $43,478 | $106,003-59.0% | $92,236-52.9% | $147,585-70.5% |
| Participation rate | 54.5% | 80.4%-25.9pp | 76.5%-21.9pp | 82.8%-28.3pp |
| Annual return | 12.57% | 50.05%-37.5pp | 176.29%-163.7pp | 578.57%-566.0pp |
| Employer contribution / active EE | $298 | $4,333-93.1% | $3,679-91.9% | $4,876-93.9% |
| Participant deferral / active EE | $1,702 | $4,478-62.0% | $3,897-56.3% | $5,439-68.7% |
| Admin fee / account holder | $360 | $6,333-94.3% | $5,194-93.1% | $10,885-96.7% |