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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 | $56,106 | $106,008-47.1% | $92,240-39.2% | $147,586-62.0% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 16.07% | 50.05%-34.0pp | 176.29%-160.2pp | 578.59%-562.5pp |
| Employer contribution / active EE | $677 | $4,333-84.4% | $3,680-81.6% | $4,876-86.1% |
| Participant deferral / active EE | $2,482 | $4,478-44.6% | $3,897-36.3% | $5,439-54.4% |
| Admin fee / account holder | $461 | $6,333-92.7% | $5,194-91.1% | $10,886-95.8% |