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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 | $55,466 | $115,810-52.1% | $101,271-45.2% | $158,966-65.1% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 13.42% | 56.15%-42.7pp | 46.48%-33.1pp | 302.95%-289.5pp |
| Employer contribution / active EE | $415 | $4,175-90.1% | $3,660-88.7% | $4,762-91.3% |
| Participant deferral / active EE | $6,992 | $4,958+41.0% | $4,371+60.0% | $5,983+16.9% |
| Admin fee / account holder | $395 | $7,248-94.6% | $5,948-93.4% | $11,250-96.5% |