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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 | $42,946 | $137,414-68.7% | $189,537-77.3% | $85,847-50.0% |
| Participation rate | 62.5% | 84.6%-22.1pp | 87.8%-25.3pp | 69.3%-6.8pp |
| Annual return | 17.13% | 38.14%-21.0pp | 555.34%-538.2pp | 318.61%-301.5pp |
| Employer contribution / active EE | $98 | $4,344-97.8% | $6,161-98.4% | $2,565-96.2% |
| Participant deferral / active EE | $10,154 | $6,260+62.2% | $8,220+23.5% | $3,952+156.9% |
| Admin fee / account holder | $2,284 | $8,630-73.5% | $12,048-81.0% | $6,261-63.5% |