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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 | $69,133 | $58,275+18.6% | $81,844-15.5% | $80,935-14.6% |
| Participation rate | 42.6% | 63.5%-20.8pp | 72.4%-29.8pp | 67.7%-25.0pp |
| Annual return | 12.99% | 41.82%-28.8pp | 778.87%-765.9pp | 35.66%-22.7pp |
| Employer contribution / active EE | $252 | $2,346-89.2% | $2,916-91.4% | $2,757-90.9% |
| Participant deferral / active EE | $2,394 | $3,285-27.1% | $4,323-44.6% | $4,299-44.3% |
| Admin fee / account holder | $1,068 | $4,749-77.5% | $7,355-85.5% | $6,924-84.6% |