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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 | $64,161 | $70,430-8.9% | $96,572-33.6% | $85,851-25.3% |
| Participation rate | 38.6% | 61.8%-23.2pp | 69.8%-31.2pp | 69.3%-30.7pp |
| Annual return | 26.03% | 18.58%+7.5pp | 37.79%-11.8pp | 318.63%-292.6pp |
| Employer contribution / active EE | $170 | $1,413-88.0% | $2,357-92.8% | $2,565-93.4% |
| Participant deferral / active EE | $2,431 | $2,894-16.0% | $3,850-36.8% | $3,952-38.5% |
| Admin fee / account holder | $407 | $4,996-91.8% | $6,183-93.4% | $6,261-93.5% |