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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 | $43,342 | $106,005-59.1% | $92,239-53.0% | $147,585-70.6% |
| Participation rate | 35.7% | 80.4%-44.7pp | 76.5%-40.8pp | 82.8%-47.1pp |
| Annual return | 15.88% | 50.05%-34.2pp | 176.29%-160.4pp | 578.58%-562.7pp |
| Employer contribution / active EE | $247 | $4,333-94.3% | $3,680-93.3% | $4,876-94.9% |
| Participant deferral / active EE | $2,032 | $4,478-54.6% | $3,897-47.9% | $5,439-62.6% |
| Admin fee / account holder | $313 | $6,333-95.1% | $5,194-94.0% | $10,886-97.1% |