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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 | $61,416 | $102,385-40.0% | $147,080-58.2% | $80,935-24.1% |
| Participation rate | 30.8% | 75.9%-45.1pp | 82.2%-51.4pp | 67.7%-36.9pp |
| Annual return | 75.00% | 135.09%-60.1pp | 420.17%-345.2pp | 35.66%+39.3pp |
| Employer contribution / active EE | $827 | $3,717-77.7% | $4,933-83.2% | $2,757-70.0% |
| Participant deferral / active EE | $3,343 | $6,651-49.7% | $8,066-58.6% | $4,299-22.2% |
| Admin fee / account holder | $2,547 | $7,951-68.0% | $12,989-80.4% | $6,924-63.2% |