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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 | $58,114 | $106,008-45.2% | $92,240-37.0% | $147,586-60.6% |
| Participation rate | 62.5% | 80.4%-17.9pp | 76.5%-14.0pp | 82.8%-20.3pp |
| Annual return | 14.49% | 50.05%-35.6pp | 176.29%-161.8pp | 578.59%-564.1pp |
| Employer contribution / active EE | $593 | $4,333-86.3% | $3,680-83.9% | $4,876-87.8% |
| Participant deferral / active EE | $2,841 | $4,478-36.6% | $3,897-27.1% | $5,439-47.8% |
| Admin fee / account holder | $971 | $6,333-84.7% | $5,194-81.3% | $10,886-91.1% |