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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 | $84,153 | $96,643-12.9% | $86,617-2.8% | $139,456-39.7% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 17.07% | 106.57%-89.5pp | 591.91%-574.8pp | 373.45%-356.4pp |
| Employer contribution / active EE | $212 | $3,264-93.5% | $3,023-93.0% | $4,753-95.5% |
| Participant deferral / active EE | $1,312 | $4,835-72.9% | $4,437-70.4% | $6,711-80.5% |
| Admin fee / account holder | $1,441 | $6,406-77.5% | $5,613-74.3% | $11,407-87.4% |