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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 | $38,542 | $50,554-23.8% | $67,681-43.1% | $87,485-55.9% |
| Participation rate | 32.3% | 67.7%-35.5pp | 73.7%-41.5pp | 68.9%-36.7pp |
| Annual return | 63.82% | 17.81%+46.0pp | 590.58%-526.8pp | 26.06%+37.8pp |
| Employer contribution / active EE | $150 | $1,988-92.5% | $2,678-94.4% | $2,596-94.2% |
| Participant deferral / active EE | $3,328 | $2,961+12.4% | $3,976-16.3% | $4,274-22.1% |
| Admin fee / account holder | $1,176 | $4,132-71.5% | $6,100-80.7% | $7,775-84.9% |