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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 | $70,221 | $175,231-59.9% | $149,696-53.1% | $139,466-49.7% |
| Participation rate | 23.5% | 83.4%-59.9pp | 78.8%-55.2pp | 80.3%-56.8pp |
| Annual return | 19.43% | 166.77%-147.3pp | 134.46%-115.0pp | 373.66%-354.2pp |
| Employer contribution / active EE | $944 | $5,478-82.8% | $4,821-80.4% | $4,754-80.2% |
| Participant deferral / active EE | $2,753 | $6,521-57.8% | $5,682-51.5% | $6,712-59.0% |
| Admin fee / account holder | $8,459 | $16,155-47.6% | $13,212-36.0% | $11,409-25.9% |