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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 | $66,163 | $72,426-8.6% | $67,560-2.1% | $145,897-54.7% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.3pp | 80.3%-13.6pp |
| Annual return | 10.76% | 7226.78%-7216.0pp | 3533.50%-3522.7pp | 552.29%-541.5pp |
| Employer contribution / active EE | $318 | $3,074-89.6% | $2,737-88.4% | $4,663-93.2% |
| Participant deferral / active EE | $4,506 | $4,785-5.8% | $4,004+12.5% | $6,689-32.6% |
| Admin fee / account holder | $4,961 | $5,514-10.0% | $3,994+24.2% | $13,390-63.0% |