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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 | $74,061 | $180,749-59.0% | $160,784-53.9% | $137,256-46.0% |
| Participation rate | 68.8% | 80.0%-11.2pp | 77.0%-8.2pp | 80.0%-11.2pp |
| Annual return | 13.02% | 2234.46%-2221.4pp | 1803.92%-1790.9pp | 220.34%-207.3pp |
| Employer contribution / active EE | $296 | $4,155-92.9% | $3,733-92.1% | $4,156-92.9% |
| Participant deferral / active EE | $3,635 | $6,844-46.9% | $6,293-42.2% | $6,407-43.3% |
| Admin fee / account holder | $3,640 | $10,397-65.0% | $9,717-62.5% | $12,270-70.3% |