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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 | $79,208 | $49,164+61.1% | $121,169-34.6% | $75,181+5.4% |
| Participation rate | 43.8% | 55.4%-11.7pp | 69.5%-25.8pp | 67.2%-23.4pp |
| Annual return | 17.67% | 56.03%-38.4pp | 986.71%-969.0pp | 160.69%-143.0pp |
| Employer contribution / active EE | $248 | $1,546-84.0% | $4,168-94.1% | $2,671-90.7% |
| Participant deferral / active EE | $1,043 | $2,628-60.3% | $4,083-74.5% | $4,126-74.7% |
| Admin fee / account holder | $3,914 | $3,942-0.7% | $5,645-30.7% | $5,650-30.7% |