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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 | $39,916 | $85,766-53.5% | $136,298-70.7% | $70,126-43.1% |
| Participation rate | 41.1% | 74.2%-33.1pp | 81.9%-40.8pp | 69.5%-28.4pp |
| Annual return | 15.17% | 31.46%-16.3pp | 5156.27%-5141.1pp | 73.15%-58.0pp |
| Employer contribution / active EE | $284 | $2,966-90.4% | $4,696-94.0% | $2,343-87.9% |
| Participant deferral / active EE | $4,049 | $5,051-19.8% | $6,247-35.2% | $3,332+21.5% |
| Admin fee / account holder | $3,332 | $5,421-38.5% | $9,244-64.0% | $4,645-28.3% |