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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 | $81,295 | $125,190-35.1% | $105,624-23.0% | $145,897-44.3% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 10.69% | 225.22%-214.5pp | 116.20%-105.5pp | 552.29%-541.6pp |
| Employer contribution / active EE | $289 | $3,720-92.2% | $3,168-90.9% | $4,663-93.8% |
| Participant deferral / active EE | $7,625 | $5,716+33.4% | $5,013+52.1% | $6,689+14.0% |
| Admin fee / account holder | $303 | $17,138-98.2% | $10,961-97.2% | $13,390-97.7% |