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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 | $39,503 | $80,812-51.1% | $160,784-75.4% | $82,448-52.1% |
| Participation rate | 50.0% | 66.2%-16.2pp | 77.0%-27.0pp | 68.1%-18.1pp |
| Annual return | 19.76% | 100.59%-80.8pp | 1803.92%-1784.2pp | 41.64%-21.9pp |
| Employer contribution / active EE | $327 | $2,174-85.0% | $3,733-91.2% | $2,551-87.2% |
| Participant deferral / active EE | $3,926 | $4,335-9.4% | $6,293-37.6% | $4,139-5.2% |
| Admin fee / account holder | $818 | $7,695-89.4% | $9,717-91.6% | $7,234-88.7% |