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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 | $43,040 | $137,414-68.7% | $189,537-77.3% | $85,847-49.9% |
| Participation rate | 56.8% | 84.6%-27.9pp | 87.8%-31.0pp | 69.3%-12.6pp |
| Annual return | 19.36% | 38.14%-18.8pp | 555.34%-536.0pp | 318.61%-299.2pp |
| Employer contribution / active EE | $700 | $4,344-83.9% | $6,161-88.6% | $2,565-72.7% |
| Participant deferral / active EE | $3,612 | $6,260-42.3% | $8,220-56.1% | $3,952-8.6% |
| Admin fee / account holder | $2,114 | $8,630-75.5% | $12,048-82.5% | $6,261-66.2% |