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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 | $37,133 | $49,976-25.7% | $66,674-44.3% | $82,637-55.1% |
| Participation rate | 55.2% | 63.1%-7.9pp | 73.7%-18.5pp | 68.1%-12.9pp |
| Annual return | 15.49% | 39.09%-23.6pp | 321.24%-305.8pp | 53.51%-38.0pp |
| Employer contribution / active EE | $102 | $1,988-94.9% | $2,620-96.1% | $2,552-96.0% |
| Participant deferral / active EE | $3,399 | $2,847+19.4% | $4,084-16.8% | $4,126-17.6% |
| Admin fee / account holder | $5,082 | $4,594+10.6% | $5,098-0.3% | $7,339-30.8% |