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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 | $40,926 | $82,678-50.5% | $125,391-67.4% | $68,490-40.2% |
| Participation rate | 63.8% | 75.1%-11.2pp | 82.4%-18.6pp | 67.9%-4.1pp |
| Annual return | 22.26% | -5.97%+28.2pp | 572.41%-550.2pp | -7.85%+30.1pp |
| Employer contribution / active EE | $640 | $3,382-81.1% | $4,816-86.7% | $2,597-75.3% |
| Participant deferral / active EE | $6,200 | $6,111+1.4% | $7,448-16.8% | $4,028+53.9% |
| Admin fee / account holder | $2,969 | $6,277-52.7% | $10,009-70.3% | $5,403-45.0% |