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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 | $26,996 | $110,303-75.5% | $95,759-71.8% | $139,487-80.6% |
| Participation rate | 69.6% | 75.7%-6.2pp | 72.3%-2.7pp | 80.3%-10.8pp |
| Annual return | 135.75% | 27.19%+108.6pp | 28.42%+107.3pp | 373.84%-238.1pp |
| Employer contribution / active EE | $5 | $3,261-99.8% | $2,836-99.8% | $4,755-99.9% |
| Participant deferral / active EE | $5,850 | $4,674+25.1% | $4,244+37.9% | $6,713-12.9% |
| Admin fee / account holder | $782 | $6,615-88.2% | $5,678-86.2% | $11,407-93.1% |