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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 | $60,559 | $184,000-67.1% | $162,185-62.7% | $152,909-60.4% |
| Participation rate | 55.6% | 88.5%-32.9pp | 87.6%-32.0pp | 82.5%-26.9pp |
| Annual return | 22.10% | 150.80%-128.7pp | 115.61%-93.5pp | 345.46%-323.4pp |
| Employer contribution / active EE | $562 | $6,370-91.2% | $5,613-90.0% | $4,764-88.2% |
| Participant deferral / active EE | $4,460 | $8,033-44.5% | $7,297-38.9% | $5,851-23.8% |
| Admin fee / account holder | $821 | $13,124-93.7% | $10,844-92.4% | $11,601-92.9% |