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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 | $28,717 | $138,076-79.2% | $123,553-76.8% | $135,380-78.8% |
| Participation rate | 63.6% | 84.7%-21.1pp | 82.3%-18.7pp | 82.6%-19.0pp |
| Annual return | 7.63% | 153.70%-146.1pp | 119.21%-111.6pp | 519.81%-512.2pp |
| Employer contribution / active EE | $263 | $5,152-94.9% | $4,628-94.3% | $4,779-94.5% |
| Participant deferral / active EE | $2,629 | $6,800-61.3% | $6,426-59.1% | $5,609-53.1% |
| Admin fee / account holder | $725 | $10,917-93.4% | $9,284-92.2% | $10,828-93.3% |