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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 | $38,069 | $93,598-59.3% | $135,974-72.0% | $75,173-49.4% |
| Participation rate | 60.0% | 75.2%-15.2pp | 81.9%-21.9pp | 67.2%-7.2pp |
| Annual return | 110.53% | 30.89%+79.6pp | 68.30%+42.2pp | 160.72%-50.2pp |
| Employer contribution / active EE | $39 | $3,538-98.9% | $4,859-99.2% | $2,671-98.6% |
| Participant deferral / active EE | $9,026 | $6,405+40.9% | $7,760+16.3% | $4,126+118.8% |
| Admin fee / account holder | $594 | $6,978-91.5% | $10,767-94.5% | $5,651-89.5% |