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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 | $28,668 | $106,003-73.0% | $92,236-68.9% | $147,585-80.6% |
| Participation rate | 44.4% | 80.4%-36.0pp | 76.5%-32.0pp | 82.8%-38.4pp |
| Annual return | 20.21% | 50.05%-29.8pp | 176.29%-156.1pp | 578.57%-558.4pp |
| Employer contribution / active EE | $666 | $4,333-84.6% | $3,679-81.9% | $4,876-86.4% |
| Participant deferral / active EE | $1,763 | $4,478-60.6% | $3,897-54.8% | $5,439-67.6% |
| Admin fee / account holder | $5,402 | $6,333-14.7% | $5,194+4.0% | $10,885-50.4% |