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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 | $38,079 | $102,422-62.8% | $147,117-74.1% | $80,959-53.0% |
| Participation rate | 69.2% | 75.9%-6.6pp | 82.2%-13.0pp | 67.7%+1.6pp |
| Annual return | 24.16% | 135.16%-111.0pp | 420.54%-396.4pp | 35.67%-11.5pp |
| Employer contribution / active EE | $316 | $3,717-91.5% | $4,932-93.6% | $2,757-88.5% |
| Participant deferral / active EE | $3,715 | $6,652-44.2% | $8,065-53.9% | $4,300-13.6% |
| Admin fee / account holder | $563 | $7,953-92.9% | $12,993-95.7% | $6,925-91.9% |