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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 | $102,385-62.8% | $147,080-74.1% | $80,935-53.0% |
| Participation rate | 69.2% | 75.9%-6.6pp | 82.2%-13.0pp | 67.7%+1.6pp |
| Annual return | 24.16% | 135.09%-110.9pp | 420.17%-396.0pp | 35.66%-11.5pp |
| Employer contribution / active EE | $316 | $3,717-91.5% | $4,933-93.6% | $2,757-88.5% |
| Participant deferral / active EE | $3,715 | $6,651-44.1% | $8,066-53.9% | $4,299-13.6% |
| Admin fee / account holder | $563 | $7,951-92.9% | $12,989-95.7% | $6,924-91.9% |