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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 | $69,451 | $106,008-34.5% | $92,240-24.7% | $147,586-52.9% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 504.80% | 50.05%+454.8pp | 176.29%+328.5pp | 578.59%-73.8pp |
| Employer contribution / active EE | $326 | $4,333-92.5% | $3,680-91.2% | $4,876-93.3% |
| Participant deferral / active EE | $1,333 | $4,478-70.2% | $3,897-65.8% | $5,439-75.5% |
| Admin fee / account holder | $2,046 | $6,333-67.7% | $5,194-60.6% | $10,886-81.2% |