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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 | $77,511 | $102,595-24.4% | $94,057-17.6% | $154,746-49.9% |
| Participation rate | 55.6% | 76.0%-20.4pp | 73.3%-17.8pp | 80.7%-25.1pp |
| Annual return | 14.12% | 583.42%-569.3pp | 480.62%-466.5pp | 172.34%-158.2pp |
| Employer contribution / active EE | $158 | $3,147-95.0% | $2,933-94.6% | $4,379-96.4% |
| Participant deferral / active EE | $1,755 | $5,118-65.7% | $4,709-62.7% | $6,730-73.9% |
| Admin fee / account holder | $2,017 | $7,736-73.9% | $7,244-72.2% | $14,365-86.0% |