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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 | $72,648 | $112,915-35.7% | $90,965-20.1% | $158,950-54.3% |
| Participation rate | 42.1% | 74.7%-32.6pp | 69.0%-26.9pp | 82.0%-39.9pp |
| Annual return | 18.59% | 215.75%-197.2pp | 134.57%-116.0pp | 302.91%-284.3pp |
| Employer contribution / active EE | $258 | $2,894-91.1% | $2,122-87.8% | $4,762-94.6% |
| Participant deferral / active EE | $1,338 | $4,128-67.6% | $3,373-60.3% | $5,983-77.6% |
| Admin fee / account holder | $681 | $8,044-91.5% | $5,960-88.6% | $11,248-93.9% |