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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 | $61,506 | $102,595-40.0% | $94,057-34.6% | $154,746-60.3% |
| Participation rate | 42.9% | 76.0%-33.1pp | 73.3%-30.5pp | 80.7%-37.8pp |
| Annual return | 12.96% | 583.42%-570.5pp | 480.62%-467.7pp | 172.34%-159.4pp |
| Employer contribution / active EE | $167 | $3,147-94.7% | $2,933-94.3% | $4,379-96.2% |
| Participant deferral / active EE | $3,407 | $5,118-33.4% | $4,709-27.7% | $6,730-49.4% |
| Admin fee / account holder | $618 | $7,736-92.0% | $7,244-91.5% | $14,365-95.7% |