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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 | $62,514 | $114,073-45.2% | $96,161-35.0% | $167,518-62.7% |
| Participation rate | 10.5% | 75.1%-64.5pp | 68.4%-57.9pp | 82.1%-71.6pp |
| Annual return | 18.49% | 189.95%-171.5pp | 192.01%-173.5pp | 478.71%-460.2pp |
| Employer contribution / active EE | $214 | $3,428-93.8% | $2,798-92.4% | $4,838-95.6% |
| Participant deferral / active EE | $1,102 | $5,195-78.8% | $4,349-74.7% | $6,342-82.6% |
| Admin fee / account holder | $1,406 | $6,899-79.6% | $5,538-74.6% | $12,312-88.6% |