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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 | $58,516 | $88,778-34.1% | $81,844-28.5% | $145,884-59.9% |
| Participation rate | 46.2% | 75.1%-28.9pp | 72.4%-26.2pp | 80.3%-34.1pp |
| Annual return | 12.89% | 1033.03%-1020.1pp | 778.87%-766.0pp | 551.85%-539.0pp |
| Employer contribution / active EE | $142 | $3,087-95.4% | $2,916-95.1% | $4,662-97.0% |
| Participant deferral / active EE | $1,066 | $4,648-77.1% | $4,323-75.3% | $6,690-84.1% |
| Admin fee / account holder | $522 | $8,430-93.8% | $7,355-92.9% | $13,392-96.1% |