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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 | $70,714 | $111,785-36.7% | $93,669-24.5% | $145,877-51.5% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 21.91% | 203.79%-181.9pp | 133.59%-111.7pp | 551.28%-529.4pp |
| Employer contribution / active EE | $510 | $3,096-83.5% | $2,424-79.0% | $4,663-89.1% |
| Participant deferral / active EE | $3,401 | $4,919-30.9% | $4,416-23.0% | $6,691-49.2% |
| Admin fee / account holder | $6,697 | $10,256-34.7% | $8,291-19.2% | $13,402-50.0% |