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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 | $44,225 | $99,652-55.6% | $78,778-43.9% | $147,586-70.0% |
| Participation rate | 38.1% | 76.2%-38.1pp | 69.2%-31.1pp | 82.8%-44.7pp |
| Annual return | 10.58% | 47.28%-36.7pp | 35.62%-25.0pp | 578.59%-568.0pp |
| Employer contribution / active EE | $138 | $2,796-95.0% | $1,986-93.0% | $4,876-97.2% |
| Participant deferral / active EE | $2,715 | $3,664-25.9% | $2,958-8.2% | $5,439-50.1% |
| Admin fee / account holder | $2,577 | $7,155-64.0% | $5,134-49.8% | $10,886-76.3% |