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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 | $59,350 | $49,199+20.6% | $121,204-51.0% | $75,173-21.0% |
| Participation rate | 45.8% | 55.4%-9.6pp | 69.5%-23.7pp | 67.2%-21.4pp |
| Annual return | 13.69% | 56.04%-42.4pp | 987.18%-973.5pp | 160.72%-147.0pp |
| Employer contribution / active EE | $223 | $1,547-85.6% | $4,170-94.7% | $2,671-91.7% |
| Participant deferral / active EE | $1,720 | $2,630-34.6% | $4,083-57.9% | $4,126-58.3% |
| Admin fee / account holder | $1,291 | $3,946-67.3% | $5,651-77.2% | $5,651-77.2% |