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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 | $11,114 | $110,410-89.9% | $102,437-89.2% | $145,897-92.4% |
| Participation rate | 46.2% | 77.9%-31.8pp | 74.5%-28.4pp | 80.3%-34.2pp |
| Annual return | 62.99% | 24.85%+38.1pp | 24.95%+38.0pp | 552.29%-489.3pp |
| Employer contribution / active EE | $793 | $4,217-81.2% | $3,871-79.5% | $4,663-83.0% |
| Participant deferral / active EE | $1,527 | $5,622-72.8% | $5,060-69.8% | $6,689-77.2% |
| Admin fee / account holder | $2,662 | $9,745-72.7% | $8,388-68.3% | $13,390-80.1% |