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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 | $77,763 | $101,591-23.5% | $147,096-47.1% | $74,429+4.5% |
| Participation rate | 42.2% | 75.5%-33.3pp | 82.2%-39.9pp | 67.2%-25.0pp |
| Annual return | 26.98% | 8746.45%-8719.5pp | 419.75%-392.8pp | 1368.38%-1341.4pp |
| Employer contribution / active EE | $292 | $3,813-92.3% | $4,936-94.1% | $2,625-88.9% |
| Participant deferral / active EE | $3,800 | $7,302-48.0% | $8,071-52.9% | $4,348-12.6% |
| Admin fee / account holder | $11,905 | $1,750+580.3% | $13,005-8.5% | $1,944+512.3% |