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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 | $59,233 | $84,708-30.1% | $75,714-21.8% | $167,536-64.6% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.8%-17.7pp | 82.1%-25.0pp |
| Annual return | 13.24% | 199.62%-186.4pp | 104.62%-91.4pp | 478.82%-465.6pp |
| Employer contribution / active EE | $289 | $3,231-91.1% | $2,744-89.5% | $4,839-94.0% |
| Participant deferral / active EE | $1,275 | $4,577-72.2% | $3,820-66.6% | $6,342-79.9% |
| Admin fee / account holder | $637 | $5,358-88.1% | $3,619-82.4% | $12,315-94.8% |