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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 | $42,169 | $118,875-64.5% | $96,572-56.3% | $167,553-74.8% |
| Participation rate | 25.0% | 75.5%-50.5pp | 69.8%-44.8pp | 82.1%-57.1pp |
| Annual return | 16.44% | 50.50%-34.1pp | 37.79%-21.3pp | 478.89%-462.4pp |
| Employer contribution / active EE | $411 | $3,121-86.8% | $2,357-82.6% | $4,840-91.5% |
| Participant deferral / active EE | $1,265 | $4,617-72.6% | $3,850-67.2% | $6,343-80.1% |
| Admin fee / account holder | $7,535 | $8,070-6.6% | $6,183+21.9% | $12,316-38.8% |