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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 | $29,854 | $33,067-9.7% | $76,518-61.0% | $56,289-47.0% |
| Participation rate | 29.1% | 55.4%-26.3pp | 68.0%-38.9pp | 69.9%-40.8pp |
| Annual return | 80.00% | 2.72%+77.3pp | -0.27%+80.3pp | -9.96%+90.0pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,647-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,158 | $2,240+85.6% | $3,836+8.4% | $3,350+24.1% |
| Admin fee / account holder | $12,622 | $537+2250.8% | $4,849+160.3% | $521+2322.7% |