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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 | $66,581 | $90,691-26.6% | $76,119-12.5% | $145,884-54.4% |
| Participation rate | 56.3% | 74.5%-18.2pp | 69.1%-12.8pp | 80.3%-24.1pp |
| Annual return | 13.58% | 624.52%-610.9pp | 361.25%-347.7pp | 551.85%-538.3pp |
| Employer contribution / active EE | $526 | $3,329-84.2% | $2,693-80.5% | $4,662-88.7% |
| Participant deferral / active EE | $3,332 | $5,167-35.5% | $4,259-21.8% | $6,690-50.2% |
| Admin fee / account holder | $1,211 | $8,383-85.6% | $6,421-81.1% | $13,392-91.0% |