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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 | $65,656 | $150,435-56.4% | $120,580-45.5% | $145,897-55.0% |
| Participation rate | 50.0% | 78.8%-28.8pp | 72.0%-22.0pp | 80.3%-30.3pp |
| Annual return | 90.68% | 154.60%-63.9pp | 107.48%-16.8pp | 552.29%-461.6pp |
| Employer contribution / active EE | $767 | $4,352-82.4% | $3,469-77.9% | $4,663-83.5% |
| Participant deferral / active EE | $4,885 | $6,174-20.9% | $4,995-2.2% | $6,689-27.0% |
| Admin fee / account holder | $597 | $12,182-95.1% | $9,418-93.7% | $13,390-95.5% |