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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 | $30,417 | $69,708-56.4% | $67,560-55.0% | $74,478-59.2% |
| Participation rate | 33.6% | 71.4%-37.8pp | 72.9%-39.3pp | 67.2%-33.6pp |
| Annual return | 13.47% | -40.67%+54.1pp | 3533.50%-3520.0pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $325 | $2,715-88.0% | $2,737-88.1% | $2,626-87.6% |
| Participant deferral / active EE | $1,412 | $3,637-61.2% | $4,004-64.7% | $4,350-67.5% |
| Admin fee / account holder | $1,627 | $887+83.4% | $3,994-59.3% | $1,946-16.4% |