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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 | $41,066 | $125,193-67.2% | $105,591-61.1% | $145,978-71.9% |
| Participation rate | 18.8% | 77.6%-58.9pp | 75.3%-56.5pp | 80.3%-61.5pp |
| Annual return | 17.20% | 225.53%-208.3pp | 116.43%-99.2pp | 550.52%-533.3pp |
| Employer contribution / active EE | $579 | $3,718-84.4% | $3,166-81.7% | $4,662-87.6% |
| Participant deferral / active EE | $2,312 | $5,708-59.5% | $5,008-53.8% | $6,690-65.4% |
| Admin fee / account holder | $4,797 | $17,277-72.2% | $11,024-56.5% | $13,400-64.2% |