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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 | $2,388 | $22,602-89.4% | $65,566-96.4% | $75,173-96.8% |
| Participation rate | 36.0% | 63.1%-27.1pp | 64.9%-28.9pp | 67.2%-31.2pp |
| Annual return | 66.24% | 71.13%-4.9pp | 47.40%+18.8pp | 160.72%-94.5pp |
| Employer contribution / active EE | $116 | $941-87.6% | $1,692-93.1% | $2,671-95.6% |
| Participant deferral / active EE | $951 | $1,695-43.9% | $2,832-66.4% | $4,126-77.0% |
| Admin fee / account holder | $731 | $1,877-61.1% | $4,114-82.2% | $5,651-87.1% |