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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 | $68,219 | $111,785-39.0% | $93,669-27.2% | $145,877-53.2% |
| Participation rate | 53.8% | 74.2%-20.4pp | 68.7%-14.9pp | 80.3%-26.5pp |
| Annual return | 14.24% | 203.79%-189.5pp | 133.59%-119.4pp | 551.28%-537.0pp |
| Employer contribution / active EE | $313 | $3,096-89.9% | $2,424-87.1% | $4,663-93.3% |
| Participant deferral / active EE | $4,636 | $4,919-5.8% | $4,416+5.0% | $6,691-30.7% |
| Admin fee / account holder | $301 | $10,256-97.1% | $8,291-96.4% | $13,402-97.8% |