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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 | $39,372 | $85,766-54.1% | $136,298-71.1% | $70,126-43.9% |
| Participation rate | 43.8% | 74.2%-30.4pp | 81.9%-38.2pp | 69.5%-25.8pp |
| Annual return | 20.22% | 31.46%-11.2pp | 5156.27%-5136.0pp | 73.15%-52.9pp |
| Employer contribution / active EE | $283 | $2,966-90.5% | $4,696-94.0% | $2,343-87.9% |
| Participant deferral / active EE | $2,800 | $5,051-44.6% | $6,247-55.2% | $3,332-16.0% |
| Admin fee / account holder | $3,195 | $5,421-41.1% | $9,244-65.4% | $4,645-31.2% |