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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 | $43,240 | $115,814-62.7% | $101,275-57.3% | $158,982-72.8% |
| Participation rate | 31.3% | 79.4%-48.1pp | 75.8%-44.6pp | 82.0%-50.7pp |
| Annual return | 15.29% | 56.16%-40.9pp | 46.48%-31.2pp | 302.99%-287.7pp |
| Employer contribution / active EE | $516 | $4,176-87.7% | $3,660-85.9% | $4,763-89.2% |
| Participant deferral / active EE | $2,086 | $4,958-57.9% | $4,371-52.3% | $5,983-65.1% |
| Admin fee / account holder | $453 | $7,249-93.8% | $5,948-92.4% | $11,252-96.0% |