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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 | $56,714 | $144,130-60.7% | $117,861-51.9% | $147,586-61.6% |
| Participation rate | 69.2% | 83.4%-14.2pp | 79.7%-10.4pp | 82.8%-13.6pp |
| Annual return | 20.82% | 531.20%-510.4pp | 335.11%-314.3pp | 578.59%-557.8pp |
| Employer contribution / active EE | $270 | $4,897-94.5% | $3,786-92.9% | $4,876-94.5% |
| Participant deferral / active EE | $2,547 | $5,316-52.1% | $4,482-43.2% | $5,439-53.2% |
| Admin fee / account holder | $3,359 | $10,887-69.1% | $8,021-58.1% | $10,886-69.1% |