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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 | $42,252 | $39,162+7.9% | $100,671-58.0% | $59,633-29.1% |
| Participation rate | 43.1% | 55.9%-12.7pp | 70.7%-27.6pp | 68.7%-25.5pp |
| Annual return | -2.44% | 21.07%-23.5pp | 20.43%-22.9pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $142 | $1,151-87.7% | $4,012-96.5% | $2,203-93.6% |
| Participant deferral / active EE | $1,828 | $1,992-8.2% | $3,144-41.8% | $3,192-42.7% |
| Admin fee / account holder | $777 | $2,969-73.8% | $4,850-84.0% | $4,297-81.9% |