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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 | $51,893 | $79,223-34.5% | $102,460-49.4% | $74,478-30.3% |
| Participation rate | 43.6% | 74.8%-31.1pp | 76.5%-32.9pp | 67.2%-23.6pp |
| Annual return | 16.87% | 54.98%-38.1pp | 29.47%-12.6pp | 1370.56%-1353.7pp |
| Employer contribution / active EE | $730 | $2,363-69.1% | $3,025-75.9% | $2,626-72.2% |
| Participant deferral / active EE | $3,169 | $4,417-28.3% | $5,056-37.3% | $4,350-27.2% |
| Admin fee / account holder | $3,547 | $2,003+77.1% | $9,460-62.5% | $1,946+82.3% |