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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 | $73,585 | $112,131-34.4% | $95,964-23.3% | $158,982-53.7% |
| Participation rate | 52.9% | 79.0%-26.1pp | 77.1%-24.1pp | 82.0%-29.0pp |
| Annual return | 18.04% | 171.19%-153.1pp | 91.64%-73.6pp | 302.99%-285.0pp |
| Employer contribution / active EE | $224 | $3,199-93.0% | $2,541-91.2% | $4,763-95.3% |
| Participant deferral / active EE | $2,642 | $4,784-44.8% | $4,167-36.6% | $5,983-55.8% |
| Admin fee / account holder | $5,593 | $10,136-44.8% | $6,797-17.7% | $11,252-50.3% |