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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 | $33,091 | $112,131-70.5% | $95,964-65.5% | $158,982-79.2% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 23.21% | 171.19%-148.0pp | 91.64%-68.4pp | 302.99%-279.8pp |
| Employer contribution / active EE | $486 | $3,199-84.8% | $2,541-80.9% | $4,763-89.8% |
| Participant deferral / active EE | $2,667 | $4,784-44.3% | $4,167-36.0% | $5,983-55.4% |
| Admin fee / account holder | $1,470 | $10,136-85.5% | $6,797-78.4% | $11,252-86.9% |