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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 | $41,889 | $102,385-59.1% | $147,080-71.5% | $80,935-48.2% |
| Participation rate | 50.0% | 75.9%-25.9pp | 82.2%-32.2pp | 67.7%-17.7pp |
| Annual return | 16.77% | 135.09%-118.3pp | 420.17%-403.4pp | 35.66%-18.9pp |
| Employer contribution / active EE | $534 | $3,717-85.6% | $4,933-89.2% | $2,757-80.6% |
| Participant deferral / active EE | $3,592 | $6,651-46.0% | $8,066-55.5% | $4,299-16.5% |
| Admin fee / account holder | $8,168 | $7,951+2.7% | $12,989-37.1% | $6,924+18.0% |