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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 | $64,506 | $73,518-12.3% | $63,005+2.4% | $147,585-56.3% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.8%-41.5pp | 82.8%-49.5pp |
| Annual return | 18.02% | 175.46%-157.4pp | 87.59%-69.6pp | 578.58%-560.6pp |
| Employer contribution / active EE | $108 | $3,322-96.7% | $2,760-96.1% | $4,876-97.8% |
| Participant deferral / active EE | $2,076 | $4,183-50.4% | $3,329-37.7% | $5,439-61.8% |
| Admin fee / account holder | $1,900 | $5,952-68.1% | $3,599-47.2% | $10,886-82.5% |