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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 | $49,798 | $58,927-15.5% | $76,823-35.2% | $72,983-31.8% |
| Participation rate | 65.6% | 67.3%-1.8pp | 72.1%-6.5pp | 69.5%-3.9pp |
| Annual return | 20.00% | 2305.64%-2285.6pp | 1166.42%-1146.4pp | 81.01%-61.0pp |
| Employer contribution / active EE | $327 | $1,787-81.7% | $2,302-85.8% | $2,440-86.6% |
| Participant deferral / active EE | $2,312 | $2,690-14.1% | $3,336-30.7% | $3,608-35.9% |
| Admin fee / account holder | $2,071 | $4,013-48.4% | $6,422-67.8% | $5,124-59.6% |