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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 | $51,868 | $96,691-46.4% | $86,656-40.1% | $139,487-62.8% |
| Participation rate | 25.0% | 74.4%-49.4pp | 71.7%-46.7pp | 80.3%-55.3pp |
| Annual return | 16.34% | 106.87%-90.5pp | 593.09%-576.8pp | 373.84%-357.5pp |
| Employer contribution / active EE | $299 | $3,267-90.9% | $3,025-90.1% | $4,755-93.7% |
| Participant deferral / active EE | $1,227 | $4,838-74.6% | $4,439-72.4% | $6,713-81.7% |
| Admin fee / account holder | $2,565 | $6,414-60.0% | $5,619-54.4% | $11,407-77.5% |