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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 | $69,464 | $183,592-62.2% | $155,567-55.3% | $145,959-52.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 10.51% | 61.24%-50.7pp | 64.74%-54.2pp | 561.95%-551.4pp |
| Employer contribution / active EE | $692 | $5,315-87.0% | $4,674-85.2% | $4,661-85.1% |
| Participant deferral / active EE | $5,317 | $6,464-17.8% | $5,628-5.5% | $6,689-20.5% |
| Admin fee / account holder | $44,950 | $19,318+132.7% | $15,916+182.4% | $13,398+235.5% |