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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 | $43,146 | $102,385-57.9% | $147,080-70.7% | $80,935-46.7% |
| Participation rate | 51.7% | 75.9%-24.1pp | 82.2%-30.5pp | 67.7%-15.9pp |
| Annual return | 39.89% | 135.09%-95.2pp | 420.17%-380.3pp | 35.66%+4.2pp |
| Employer contribution / active EE | -$249 | $3,717-106.7% | $4,933-105.1% | $2,757-109.0% |
| Participant deferral / active EE | $8,547 | $6,651+28.5% | $8,066+6.0% | $4,299+98.8% |
| Admin fee / account holder | $8,385 | $7,951+5.4% | $12,989-35.4% | $6,924+21.1% |