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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 | $41,864 | $79,223-47.2% | $102,460-59.1% | $74,478-43.8% |
| Participation rate | 29.2% | 74.8%-45.5pp | 76.5%-47.3pp | 67.2%-38.0pp |
| Annual return | 11.95% | 54.98%-43.0pp | 29.47%-17.5pp | 1370.56%-1358.6pp |
| Employer contribution / active EE | $566 | $2,363-76.1% | $3,025-81.3% | $2,626-78.5% |
| Participant deferral / active EE | $2,270 | $4,417-48.6% | $5,056-55.1% | $4,350-47.8% |
| Admin fee / account holder | $2,696 | $2,003+34.6% | $9,460-71.5% | $1,946+38.6% |