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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 | $51,184-24.7% | $66,439-42.0% | $86,983-55.7% |
| Participation rate | 32.3% | 68.5%-36.2pp | 74.5%-42.2pp | 69.5%-37.3pp |
| Annual return | 63.82% | 17.07%+46.7pp | 757.66%-693.8pp | 25.83%+38.0pp |
| Employer contribution / active EE | $150 | $2,023-92.6% | $2,637-94.3% | $2,584-94.2% |
| Participant deferral / active EE | $3,328 | $2,927+13.7% | $3,876-14.1% | $4,194-20.6% |
| Admin fee / account holder | $1,176 | $4,154-71.7% | $6,173-81.0% | $7,856-85.0% |