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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 | $84,974 | $144,130-41.0% | $117,861-27.9% | $147,586-42.4% |
| Participation rate | 36.4% | 83.4%-47.1pp | 79.7%-43.3pp | 82.8%-46.5pp |
| Annual return | 38.58% | 531.20%-492.6pp | 335.11%-296.5pp | 578.59%-540.0pp |
| Employer contribution / active EE | $523 | $4,897-89.3% | $3,786-86.2% | $4,876-89.3% |
| Participant deferral / active EE | $2,923 | $5,316-45.0% | $4,482-34.8% | $5,439-46.3% |
| Admin fee / account holder | $630 | $10,887-94.2% | $8,021-92.1% | $10,886-94.2% |