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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 | $54,969 | $137,414-60.0% | $189,520-71.0% | $85,856-36.0% |
| Participation rate | 60.0% | 84.6%-24.6pp | 87.8%-27.8pp | 69.3%-9.3pp |
| Annual return | 23.90% | 38.14%-14.2pp | 555.25%-531.3pp | 318.58%-294.7pp |
| Employer contribution / active EE | $812 | $4,344-81.3% | $6,161-86.8% | $2,565-68.3% |
| Participant deferral / active EE | $6,167 | $6,260-1.5% | $8,220-25.0% | $3,952+56.0% |
| Admin fee / account holder | $3,450 | $8,630-60.0% | $12,046-71.4% | $6,261-44.9% |