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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 | $64,074 | $150,412-57.4% | $120,574-46.9% | $145,884-56.1% |
| Participation rate | 15.0% | 78.8%-63.8pp | 71.9%-56.9pp | 80.3%-65.3pp |
| Annual return | 11.55% | 154.50%-143.0pp | 107.42%-95.9pp | 551.85%-540.3pp |
| Employer contribution / active EE | $272 | $4,355-93.7% | $3,471-92.2% | $4,662-94.2% |
| Participant deferral / active EE | $2,384 | $6,175-61.4% | $4,996-52.3% | $6,690-64.4% |
| Admin fee / account holder | $397 | $12,224-96.7% | $9,445-95.8% | $13,392-97.0% |