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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 | $65,455 | $65,4400% | $98,506-33.6% | $85,851-23.8% |
| Participation rate | 31.6% | 65.0%-33.4pp | 73.3%-41.8pp | 69.3%-37.7pp |
| Annual return | 20.68% | 21.75%-1.1pp | 1494.92%-1474.2pp | 318.63%-298.0pp |
| Employer contribution / active EE | $135 | $2,169-93.8% | $2,961-95.5% | $2,565-94.8% |
| Participant deferral / active EE | $1,080 | $3,168-65.9% | $4,277-74.7% | $3,952-72.7% |
| Admin fee / account holder | $1,219 | $4,596-73.5% | $5,955-79.5% | $6,261-80.5% |