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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 | $65,499 | $126,519-48.2% | $106,201-38.3% | $145,959-55.1% |
| Participation rate | 54.2% | 77.7%-23.5pp | 75.3%-21.1pp | 80.3%-26.1pp |
| Annual return | 10.80% | 225.10%-214.3pp | 116.26%-105.5pp | 561.95%-551.1pp |
| Employer contribution / active EE | $210 | $3,726-94.4% | $3,170-93.4% | $4,661-95.5% |
| Participant deferral / active EE | $1,761 | $5,716-69.2% | $5,012-64.9% | $6,689-73.7% |
| Admin fee / account holder | $6,989 | $17,312-59.6% | $11,039-36.7% | $13,398-47.8% |