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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 | $71,181 | $91,179-21.9% | $178,499-60.1% | $79,852-10.9% |
| Participation rate | 36.6% | 69.2%-32.6pp | 81.9%-45.3pp | 69.6%-33.1pp |
| Annual return | 75.24% | 24.19%+51.0pp | 151.10%-75.9pp | 31.72%+43.5pp |
| Employer contribution / active EE | $140 | $3,256-95.7% | $5,011-97.2% | $2,471-94.3% |
| Participant deferral / active EE | $2,376 | $3,236-26.6% | $5,202-54.3% | $3,740-36.5% |
| Admin fee / account holder | $30,769 | $6,749+355.9% | $13,986+120.0% | $5,306+479.9% |