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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 | $56,439 | $176,120-68.0% | $159,487-64.6% | $167,553-66.3% |
| Participation rate | 63.6% | 85.0%-21.3pp | 82.8%-19.2pp | 82.1%-18.5pp |
| Annual return | 76.70% | 331.95%-255.3pp | 263.71%-187.0pp | 478.89%-402.2pp |
| Employer contribution / active EE | $459 | $5,299-91.3% | $4,831-90.5% | $4,840-90.5% |
| Participant deferral / active EE | $7,373 | $7,752-4.9% | $7,354+0.3% | $6,343+16.2% |
| Admin fee / account holder | $1,232 | $12,561-90.2% | $10,804-88.6% | $12,316-90.0% |