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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 | $57,699 | $115,796-50.2% | $101,264-43.0% | $158,950-63.7% |
| Participation rate | 33.3% | 79.4%-46.0pp | 75.8%-42.5pp | 82.0%-48.6pp |
| Annual return | 17.72% | 56.15%-38.4pp | 46.48%-28.8pp | 302.91%-285.2pp |
| Employer contribution / active EE | $600 | $4,175-85.6% | $3,660-83.6% | $4,762-87.4% |
| Participant deferral / active EE | $1,875 | $4,958-62.2% | $4,370-57.1% | $5,983-68.7% |
| Admin fee / account holder | $346 | $7,247-95.2% | $5,947-94.2% | $11,248-96.9% |