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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 | $68,274 | $106,923-36.1% | $84,023-18.7% | $152,909-55.4% |
| Participation rate | 50.0% | 75.3%-25.3pp | 69.0%-19.0pp | 82.5%-32.5pp |
| Annual return | 27.64% | 105.02%-77.4pp | 71.32%-43.7pp | 345.46%-317.8pp |
| Employer contribution / active EE | $4 | $2,735-99.9% | $1,984-99.8% | $4,764-99.9% |
| Participant deferral / active EE | $2,953 | $4,013-26.4% | $3,239-8.8% | $5,851-49.5% |
| Admin fee / account holder | $734 | $8,289-91.2% | $6,102-88.0% | $11,601-93.7% |