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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 | $29,912 | $96,731-69.1% | $123,973-75.9% | $86,983-65.6% |
| Participation rate | 30.8% | 70.0%-39.2pp | 76.7%-45.9pp | 69.5%-38.8pp |
| Annual return | 47.92% | 17.33%+30.6pp | 388.13%-340.2pp | 25.83%+22.1pp |
| Employer contribution / active EE | $787 | $3,297-76.1% | $4,126-80.9% | $2,584-69.6% |
| Participant deferral / active EE | $3,051 | $4,152-26.5% | $5,247-41.9% | $4,194-27.3% |
| Admin fee / account holder | $2,038 | $8,722-76.6% | $11,799-82.7% | $7,856-74.1% |