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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 | $63,231 | $99,079-36.2% | $78,002-18.9% | $273,972-76.9% |
| Participation rate | 65.2% | 78.6%-13.3pp | 75.5%-10.3pp | 83.0%-17.8pp |
| Annual return | 6.37% | 217.93%-211.6pp | 425.99%-419.6pp | 41.46%-35.1pp |
| Employer contribution / active EE | $372 | $3,308-88.8% | $2,470-85.0% | $4,869-92.4% |
| Participant deferral / active EE | $2,530 | $4,306-41.2% | $3,497-27.6% | $5,287-52.1% |
| Admin fee / account holder | $849 | $8,954-90.5% | $5,481-84.5% | $10,133-91.6% |