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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 | $106,262 | $118,869-10.6% | $96,575+10.0% | $167,518-36.6% |
| Participation rate | 42.9% | 75.5%-32.6pp | 69.8%-27.0pp | 82.1%-39.3pp |
| Annual return | 9.96% | 50.49%-40.5pp | 37.79%-27.8pp | 478.71%-468.7pp |
| Employer contribution / active EE | $231 | $3,120-92.6% | $2,357-90.2% | $4,838-95.2% |
| Participant deferral / active EE | $1,873 | $4,616-59.4% | $3,849-51.3% | $6,342-70.5% |
| Admin fee / account holder | $99,016 | $8,067+1127.4% | $6,182+1501.7% | $12,312+704.2% |