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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 | $70,963 | $111,878-36.6% | $93,727-24.3% | $145,897-51.4% |
| Participation rate | 14.3% | 74.2%-59.9pp | 68.7%-54.4pp | 80.3%-66.0pp |
| Annual return | 13.77% | 204.28%-190.5pp | 133.83%-120.1pp | 552.29%-538.5pp |
| Employer contribution / active EE | $221 | $3,092-92.9% | $2,421-90.9% | $4,663-95.3% |
| Participant deferral / active EE | $2,292 | $4,920-53.4% | $4,417-48.1% | $6,689-65.7% |
| Admin fee / account holder | $12,499 | $10,256+21.9% | $8,292+50.7% | $13,390-6.7% |