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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 | $68,017 | $111,830-39.2% | $93,696-27.4% | $145,884-53.4% |
| Participation rate | 46.2% | 74.2%-28.1pp | 68.7%-22.6pp | 80.3%-34.1pp |
| Annual return | 13.16% | 204.08%-190.9pp | 133.74%-120.6pp | 551.85%-538.7pp |
| Employer contribution / active EE | $503 | $3,093-83.7% | $2,422-79.2% | $4,662-89.2% |
| Participant deferral / active EE | $2,331 | $4,920-52.6% | $4,417-47.2% | $6,690-65.2% |
| Admin fee / account holder | $487 | $10,249-95.3% | $8,287-94.1% | $13,392-96.4% |