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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 | $81,268 | $102,385-20.6% | $147,080-44.7% | $80,935+0.4% |
| Participation rate | 59.6% | 75.9%-16.3pp | 82.2%-22.6pp | 67.7%-8.1pp |
| Annual return | 21.81% | 135.09%-113.3pp | 420.17%-398.4pp | 35.66%-13.8pp |
| Employer contribution / active EE | $30 | $3,717-99.2% | $4,933-99.4% | $2,757-98.9% |
| Participant deferral / active EE | $9,716 | $6,651+46.1% | $8,066+20.4% | $4,299+126.0% |
| Admin fee / account holder | $4,035 | $7,951-49.3% | $12,989-68.9% | $6,924-41.7% |