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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 | $48,011-19.7% | $63,803-39.6% | $82,637-53.4% |
| Participation rate | 32.3% | 66.6%-34.3pp | 72.7%-40.4pp | 68.1%-35.8pp |
| Annual return | 63.82% | 19.84%+44.0pp | 543.72%-479.9pp | 53.51%+10.3pp |
| Employer contribution / active EE | $150 | $1,904-92.1% | $2,532-94.1% | $2,552-94.1% |
| Participant deferral / active EE | $3,328 | $2,846+16.9% | $3,843-13.4% | $4,126-19.3% |
| Admin fee / account holder | $1,176 | $3,873-69.6% | $5,196-77.4% | $7,339-84.0% |