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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 | $57,366 | $100,203-42.7% | $85,240-32.7% | $145,897-60.7% |
| Participation rate | 44.4% | 74.1%-29.7pp | 67.5%-23.1pp | 80.3%-35.9pp |
| Annual return | 19.64% | 84.28%-64.6pp | 66.75%-47.1pp | 552.29%-532.6pp |
| Employer contribution / active EE | $161 | $3,242-95.0% | $2,735-94.1% | $4,663-96.5% |
| Participant deferral / active EE | $1,458 | $5,299-72.5% | $4,527-67.8% | $6,689-78.2% |
| Admin fee / account holder | $20,590 | $7,265+183.4% | $6,165+234.0% | $13,390+53.8% |