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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 | $39,210 | $106,008-63.0% | $92,240-57.5% | $147,586-73.4% |
| Participation rate | 61.9% | 80.4%-18.5pp | 76.5%-14.6pp | 82.8%-20.9pp |
| Annual return | 19.49% | 50.05%-30.6pp | 176.29%-156.8pp | 578.59%-559.1pp |
| Employer contribution / active EE | $474 | $4,333-89.1% | $3,680-87.1% | $4,876-90.3% |
| Participant deferral / active EE | $2,933 | $4,478-34.5% | $3,897-24.7% | $5,439-46.1% |
| Admin fee / account holder | $1,597 | $6,333-74.8% | $5,194-69.2% | $10,886-85.3% |