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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 | $57,065 | $80,812-29.4% | $160,784-64.5% | $82,448-30.8% |
| Participation rate | 47.1% | 66.2%-19.2pp | 77.0%-29.9pp | 68.1%-21.0pp |
| Annual return | 13.62% | 100.59%-87.0pp | 1803.92%-1790.3pp | 41.64%-28.0pp |
| Employer contribution / active EE | $329 | $2,174-84.9% | $3,733-91.2% | $2,551-87.1% |
| Participant deferral / active EE | $2,891 | $4,335-33.3% | $6,293-54.1% | $4,139-30.1% |
| Admin fee / account holder | $4,959 | $7,695-35.6% | $9,717-49.0% | $7,234-31.5% |