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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 | $38,138 | $68,398-44.2% | $94,664-59.7% | $75,173-49.3% |
| Participation rate | 63.0% | 76.1%-13.1pp | 80.8%-17.9pp | 67.2%-4.2pp |
| Annual return | 28.28% | 616.72%-588.4pp | 156.84%-128.6pp | 160.72%-132.4pp |
| Employer contribution / active EE | $11 | $2,701-99.6% | $3,673-99.7% | $2,671-99.6% |
| Participant deferral / active EE | $7,912 | $6,537+21.0% | $7,417+6.7% | $4,126+91.7% |
| Admin fee / account holder | $2,465 | $5,324-53.7% | $7,222-65.9% | $5,651-56.4% |