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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 | $99,921-42.6% | $85,009-32.5% | $145,959-60.7% |
| Participation rate | 44.4% | 74.1%-29.6pp | 67.5%-23.1pp | 80.3%-35.8pp |
| Annual return | 19.64% | 83.89%-64.2pp | 66.47%-46.8pp | 561.95%-542.3pp |
| Employer contribution / active EE | $161 | $3,233-95.0% | $2,728-94.1% | $4,661-96.5% |
| Participant deferral / active EE | $1,458 | $5,293-72.5% | $4,522-67.8% | $6,689-78.2% |
| Admin fee / account holder | $20,590 | $7,252+183.9% | $6,153+234.7% | $13,398+53.7% |