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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 | $69,748 | $123,859-43.7% | $69,632+0.2% | $145,897-52.2% |
| Participation rate | 50.0% | 69.2%-19.2pp | 66.4%-16.4pp | 80.3%-30.3pp |
| Annual return | 11.26% | 192.49%-181.2pp | 101.32%-90.1pp | 552.29%-541.0pp |
| Employer contribution / active EE | $89 | $2,673-96.7% | $1,708-94.8% | $4,663-98.1% |
| Participant deferral / active EE | $1,759 | $4,242-58.5% | $2,889-39.1% | $6,689-73.7% |
| Admin fee / account holder | $679 | $7,817-91.3% | $4,695-85.5% | $13,390-94.9% |