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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 | $25,798 | $111,785-76.9% | $93,669-72.5% | $145,877-82.3% |
| Participation rate | 36.4% | 74.2%-37.9pp | 68.7%-32.4pp | 80.3%-43.9pp |
| Annual return | 55.84% | 203.79%-147.9pp | 133.59%-77.8pp | 551.28%-495.4pp |
| Employer contribution / active EE | $376 | $3,096-87.9% | $2,424-84.5% | $4,663-91.9% |
| Participant deferral / active EE | $2,538 | $4,919-48.4% | $4,416-42.5% | $6,691-62.1% |
| Admin fee / account holder | $7,030 | $10,256-31.5% | $8,291-15.2% | $13,402-47.5% |