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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 | $81,584 | $177,353-54.0% | $158,226-48.4% | $198,609-58.9% |
| Participation rate | 52.4% | 77.0%-24.6pp | 74.8%-22.4pp | 82.4%-30.0pp |
| Annual return | 13.73% | 599.50%-585.8pp | 501.41%-487.7pp | 202.70%-189.0pp |
| Employer contribution / active EE | $190 | $3,239-94.1% | $2,986-93.6% | $5,055-96.2% |
| Participant deferral / active EE | $2,089 | $4,615-54.7% | $4,317-51.6% | $6,977-70.1% |
| Admin fee / account holder | $1,512 | $10,960-86.2% | $10,217-85.2% | $19,030-92.1% |