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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 | $67,341 | $50,554+33.2% | $67,681-0.5% | $87,485-23.0% |
| Participation rate | 35.6% | 67.7%-32.1pp | 73.7%-38.1pp | 68.9%-33.3pp |
| Annual return | 14.87% | 17.81%-2.9pp | 590.58%-575.7pp | 26.06%-11.2pp |
| Employer contribution / active EE | $9 | $1,988-99.6% | $2,678-99.7% | $2,596-99.7% |
| Participant deferral / active EE | $2,733 | $2,961-7.7% | $3,976-31.3% | $4,274-36.0% |
| Admin fee / account holder | $6,482 | $4,132+56.9% | $6,100+6.3% | $7,775-16.6% |