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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 | $28,713 | $129,737-77.9% | $119,126-75.9% | $154,746-81.4% |
| Participation rate | 61.9% | 78.9%-16.9pp | 75.8%-13.9pp | 80.7%-18.8pp |
| Annual return | 16.93% | 379.08%-362.2pp | 282.11%-265.2pp | 172.34%-155.4pp |
| Employer contribution / active EE | $674 | $4,375-84.6% | $4,034-83.3% | $4,379-84.6% |
| Participant deferral / active EE | $3,211 | $5,842-45.0% | $5,318-39.6% | $6,730-52.3% |
| Admin fee / account holder | $5,119 | $11,961-57.2% | $10,693-52.1% | $14,365-64.4% |