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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 | $44,836 | $100,073-55.2% | $85,126-47.3% | $145,877-69.3% |
| Participation rate | 41.7% | 74.1%-32.4pp | 67.5%-25.9pp | 80.3%-38.6pp |
| Annual return | 11.10% | 84.11%-73.0pp | 66.63%-55.5pp | 551.28%-540.2pp |
| Employer contribution / active EE | $70 | $3,236-97.8% | $2,731-97.4% | $4,663-98.5% |
| Participant deferral / active EE | $1,074 | $5,294-79.7% | $4,523-76.3% | $6,691-84.0% |
| Admin fee / account holder | $326 | $7,261-95.5% | $6,160-94.7% | $13,402-97.6% |