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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 | $48,738 | $63,346-23.1% | $92,239-47.2% | $70,124-30.5% |
| Participation rate | 43.9% | 68.7%-24.8pp | 76.5%-32.6pp | 69.5%-25.6pp |
| Annual return | 14.64% | 530.19%-515.6pp | 176.29%-161.7pp | 73.14%-58.5pp |
| Employer contribution / active EE | $152 | $2,471-93.9% | $3,680-95.9% | $2,342-93.5% |
| Participant deferral / active EE | $4,583 | $2,854+60.6% | $3,897+17.6% | $3,332+37.5% |
| Admin fee / account holder | $3,830 | $3,841-0.3% | $5,194-26.3% | $4,645-17.5% |