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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 | $108,372 | $171,492-36.8% | $150,734-28.1% | $198,609-45.4% |
| Participation rate | 20.0% | 81.4%-61.4pp | 78.4%-58.4pp | 82.4%-62.4pp |
| Annual return | 20.22% | 804.70%-784.5pp | 600.81%-580.6pp | 202.70%-182.5pp |
| Employer contribution / active EE | $439 | $5,470-92.0% | $4,918-91.1% | $5,055-91.3% |
| Participant deferral / active EE | $3,006 | $6,259-52.0% | $5,610-46.4% | $6,977-56.9% |
| Admin fee / account holder | $5,318 | $17,628-69.8% | $14,905-64.3% | $19,030-72.1% |