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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 | $64,467 | $101,653-36.6% | $147,080-56.2% | $74,459-13.4% |
| Participation rate | 43.1% | 75.6%-32.4pp | 82.2%-39.0pp | 67.2%-24.1pp |
| Annual return | 17.00% | 8754.98%-8738.0pp | 420.17%-403.2pp | 1369.70%-1352.7pp |
| Employer contribution / active EE | $672 | $3,813-82.4% | $4,933-86.4% | $2,626-74.4% |
| Participant deferral / active EE | $3,550 | $7,304-51.4% | $8,066-56.0% | $4,350-18.4% |
| Admin fee / account holder | $3,493 | $1,752+99.5% | $12,989-73.1% | $1,945+79.6% |