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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 | $39,370 | $144,130-72.7% | $117,860-66.6% | $147,585-73.3% |
| Participation rate | 62.5% | 83.4%-20.9pp | 79.7%-17.2pp | 82.8%-20.3pp |
| Annual return | 11.16% | 531.20%-520.0pp | 335.10%-323.9pp | 578.58%-567.4pp |
| Employer contribution / active EE | $806 | $4,897-83.5% | $3,786-78.7% | $4,876-83.5% |
| Participant deferral / active EE | $2,587 | $5,316-51.3% | $4,482-42.3% | $5,439-52.4% |
| Admin fee / account holder | $1,570 | $10,887-85.6% | $8,021-80.4% | $10,886-85.6% |