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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 | $78,777 | $104,482-24.6% | $159,455-50.6% | $79,393-0.8% |
| Participation rate | 60.9% | 76.6%-15.7pp | 82.8%-21.9pp | 70.7%-9.8pp |
| Annual return | 14.00% | 67.96%-54.0pp | 263.63%-249.6pp | 116.87%-102.9pp |
| Employer contribution / active EE | $576 | $3,416-83.1% | $4,830-88.1% | $2,428-76.3% |
| Participant deferral / active EE | $4,960 | $6,467-23.3% | $7,353-32.5% | $4,046+22.6% |
| Admin fee / account holder | $2,676 | $711+276.2% | $10,800-75.2% | $627+327.1% |