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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 | $40,614 | $59,456-31.7% | $93,669-56.6% | $74,429-45.4% |
| Participation rate | 39.3% | 59.6%-20.3pp | 68.7%-29.4pp | 67.2%-27.9pp |
| Annual return | 12.78% | 82.00%-69.2pp | 133.59%-120.8pp | 1368.38%-1355.6pp |
| Employer contribution / active EE | $241 | $1,266-81.0% | $2,424-90.1% | $2,625-90.8% |
| Participant deferral / active EE | $2,186 | $3,052-28.4% | $4,416-50.5% | $4,348-49.7% |
| Admin fee / account holder | $3,299 | $3,026+9.0% | $8,291-60.2% | $1,944+69.7% |