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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 | $43,984 | $90,745-51.5% | $130,231-66.2% | $75,173-41.5% |
| Participation rate | 41.3% | 71.1%-29.7pp | 76.3%-35.0pp | 67.2%-25.9pp |
| Annual return | 381.88% | 34.45%+347.4pp | 38.86%+343.0pp | 160.72%+221.2pp |
| Employer contribution / active EE | $154 | $3,314-95.4% | $4,126-96.3% | $2,671-94.2% |
| Participant deferral / active EE | $2,991 | $5,362-44.2% | $6,799-56.0% | $4,126-27.5% |
| Admin fee / account holder | $949 | $6,331-85.0% | $6,020-84.2% | $5,651-83.2% |