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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 | $36,895 | $69,708-47.1% | $67,560-45.4% | $74,478-50.5% |
| Participation rate | 24.0% | 71.4%-47.4pp | 72.9%-48.9pp | 67.2%-43.2pp |
| Annual return | 11.97% | -40.67%+52.6pp | 3533.50%-3521.5pp | 1370.56%-1358.6pp |
| Employer contribution / active EE | $415 | $2,715-84.7% | $2,737-84.8% | $2,626-84.2% |
| Participant deferral / active EE | $1,439 | $3,637-60.4% | $4,004-64.1% | $4,350-66.9% |
| Admin fee / account holder | $587 | $887-33.9% | $3,994-85.3% | $1,946-69.9% |