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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 | $33,484 | $80,812-58.6% | $160,784-79.2% | $82,448-59.4% |
| Participation rate | 66.1% | 66.2%-0.2pp | 77.0%-10.9pp | 68.1%-2.0pp |
| Annual return | 17.52% | 100.59%-83.1pp | 1803.92%-1786.4pp | 41.64%-24.1pp |
| Employer contribution / active EE | $157 | $2,174-92.8% | $3,733-95.8% | $2,551-93.8% |
| Participant deferral / active EE | $2,339 | $4,335-46.1% | $6,293-62.8% | $4,139-43.5% |
| Admin fee / account holder | $550 | $7,695-92.9% | $9,717-94.3% | $7,234-92.4% |