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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 | $66,966 | $103,038-35.0% | $90,324-25.9% | $152,909-56.2% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 25.97% | 95.25%-69.3pp | 78.15%-52.2pp | 345.46%-319.5pp |
| Employer contribution / active EE | $123 | $3,141-96.1% | $2,856-95.7% | $4,764-97.4% |
| Participant deferral / active EE | $1,794 | $4,282-58.1% | $3,885-53.8% | $5,851-69.3% |
| Admin fee / account holder | $900 | $6,177-85.4% | $5,356-83.2% | $11,601-92.2% |