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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 | $92,626 | $95,406-2.9% | $185,849-50.2% | $85,847+7.9% |
| Participation rate | 20.5% | 68.8%-48.3pp | 81.7%-61.3pp | 69.3%-48.9pp |
| Annual return | 14.27% | 23.59%-9.3pp | 122.10%-107.8pp | 318.61%-304.3pp |
| Employer contribution / active EE | $132 | $3,314-96.0% | $5,169-97.4% | $2,565-94.9% |
| Participant deferral / active EE | $1,455 | $3,424-57.5% | $5,569-73.9% | $3,952-63.2% |
| Admin fee / account holder | $799 | $7,214-88.9% | $16,244-95.1% | $6,261-87.2% |