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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 | $36,595 | $72,465-49.5% | $67,575-45.8% | $145,884-74.9% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 19.80% | 7222.56%-7202.8pp | 3528.98%-3509.2pp | 551.85%-532.0pp |
| Employer contribution / active EE | $281 | $3,074-90.8% | $2,736-89.7% | $4,662-94.0% |
| Participant deferral / active EE | $4,590 | $4,786-4.1% | $4,003+14.6% | $6,690-31.4% |
| Admin fee / account holder | $1,340 | $5,515-75.7% | $3,993-66.4% | $13,392-90.0% |