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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 | $123,750-43.6% | $69,611+0.2% | $145,877-52.2% |
| Participation rate | 50.0% | 69.2%-19.2pp | 66.4%-16.4pp | 80.3%-30.3pp |
| Annual return | 11.26% | 192.03%-180.8pp | 101.14%-89.9pp | 551.28%-540.0pp |
| Employer contribution / active EE | $89 | $2,672-96.7% | $1,709-94.8% | $4,663-98.1% |
| Participant deferral / active EE | $1,759 | $4,243-58.5% | $2,891-39.1% | $6,691-73.7% |
| Admin fee / account holder | $679 | $7,817-91.3% | $4,696-85.5% | $13,402-94.9% |