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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 | $73,661 | $85,766-14.1% | $136,298-46.0% | $70,126+5.0% |
| Participation rate | 42.2% | 74.2%-31.9pp | 81.9%-39.7pp | 69.5%-27.3pp |
| Annual return | 15.64% | 31.46%-15.8pp | 5156.27%-5140.6pp | 73.15%-57.5pp |
| Employer contribution / active EE | $393 | $2,966-86.8% | $4,696-91.6% | $2,343-83.2% |
| Participant deferral / active EE | $2,342 | $5,051-53.6% | $6,247-62.5% | $3,332-29.7% |
| Admin fee / account holder | $2,786 | $5,421-48.6% | $9,244-69.9% | $4,645-40.0% |