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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 | $55,825 | $138,072-59.6% | $123,549-54.8% | $135,382-58.8% |
| Participation rate | 61.5% | 84.7%-23.2pp | 82.3%-20.8pp | 82.6%-21.1pp |
| Annual return | 3.78% | 153.69%-149.9pp | 119.20%-115.4pp | 519.77%-516.0pp |
| Employer contribution / active EE | $350 | $5,152-93.2% | $4,628-92.4% | $4,779-92.7% |
| Participant deferral / active EE | $2,849 | $6,799-58.1% | $6,426-55.7% | $5,609-49.2% |
| Admin fee / account holder | $28,298 | $10,917+159.2% | $9,284+204.8% | $10,829+161.3% |