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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 | $57,741 | $118,695-51.4% | $98,916-41.6% | $158,950-63.7% |
| Participation rate | 40.0% | 77.8%-37.8pp | 76.0%-36.0pp | 82.0%-42.0pp |
| Annual return | 15.37% | 372.39%-357.0pp | 196.45%-181.1pp | 302.91%-287.5pp |
| Employer contribution / active EE | $398 | $3,333-88.1% | $2,689-85.2% | $4,762-91.7% |
| Participant deferral / active EE | $3,820 | $5,088-24.9% | $4,245-10.0% | $5,983-36.2% |
| Admin fee / account holder | $943 | $10,132-90.7% | $6,642-85.8% | $11,248-91.6% |