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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 | $41,676 | $154,209-73.0% | $130,062-68.0% | $139,487-70.1% |
| Participation rate | 42.9% | 82.0%-39.1pp | 78.5%-35.6pp | 80.3%-37.5pp |
| Annual return | 30.16% | 32.52%-2.4pp | -137.37%+167.5pp | 373.84%-343.7pp |
| Employer contribution / active EE | $516 | $5,292-90.2% | $4,322-88.1% | $4,755-89.1% |
| Participant deferral / active EE | $2,257 | $6,709-66.4% | $5,821-61.2% | $6,713-66.4% |
| Admin fee / account holder | $1,665 | $13,988-88.1% | $10,601-84.3% | $11,407-85.4% |